In this episode, we’re joined by Jeff Savlov, Founder of Blum & Savlov, LLP. For over 25 years, Jeff has helped family businesses, high-net-worth families, and their advisors balance family dynamics with the management of shared assets across generations. Drawing from his experience in his own family’s business, Jeff brings a grounded, common-sense perspective on how families can reduce conflict before it escalates and build healthier patterns that last. Our conversation focuses on what gets passed down beyond money: the spoken and unspoken family narratives that shape responsibility, resilience, identity, and ultimately, stewardship.

Jeff shares reflections shaped by both clinical training and real-world work with multigenerational families. We talk about intentional storytelling, optimal challenge, and early-life parenting choices, and how starting earlier can help families move from reactive regret to proactive stewardship, with more clarity and less friction.

About Jeff Savlov

Jeff Savlov is the founder of Blum & Savlov, LLP – Family Business & Wealth Consulting. He advises family businesses, high-net-worth families, and family offices on balancing family dynamics with shared ownership and management across generations. He’s especially known for helping parents raise children in a family enterprise context, so wealth supports healthy, productive outcomes. Jeff speaks in the U.S. and internationally, has been quoted in The New York Times and Family Business Magazine, and writes “The Family Business Minute.”

With 25+ years spanning business leadership and advanced training in family systems, group dynamics, and psychoanalytic work, Jeff brings a practical, common-sense approach to complex family-enterprise challenges. A Fellow of the Family Firm Institute, he has also consulted with Fortune 500 companies, including Bristol-Myers Squibb, Johnson & Johnson, and Schering-Plough. He lives in New Jersey with his wife and two children and brings creativity and a sense of humor to his work.

Resources discussed in this episode:

• Family Business Minute
• Falling on Your Sword
• The Legacy of Inherited Wealth
• Habitat for Humanity

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Jeff Savlov | Blum & Savlov, LLP – Family Business & Wealth Consulting:

• Website: blumandsavlov.com
• LinkedIn: linkedin.com/in/jeffsavlov
• Email: jsavlov@blumandsavlov.com

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.

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In this episode, we’re joined by Amy Stein, Chief Impact Officer at Generations Trusted Family Business Advisors. With over 20 years in her family’s fourth-generation business, Henry’s, and experience launching its mental health foundation, Amy brings a rare perspective on legacy, leadership, and impact. Our conversation focuses on what transition really feels like, how identity shifts, how clarity emerges through change, and how purpose can take on new meaning when familiar roles evolve. It’s a personal, layered look at the emotional side of stepping into what’s next.

Amy shares reflections shaped by lived experience and thoughtful observation. We talk about resilience, voice, and the quiet work of preparing for change even when you don’t yet know what the next chapter will hold.

About Amy Stein

Amy Stein is the Chief Impact Officer at Generations Trusted Family Business Advisors, where she helps family enterprises and their family offices develop values-aligned philanthropic strategies that engage rising generations and create measurable impact. With a strategic, people-centred approach, she supports families in looking beyond financial metrics to integrate business, employees, customers, and community in meaningful ways. Her work focuses on designing initiatives that scale with intention, reflect legacy, and build lasting social capital.

For over two decades, Amy was a key leader in her family’s fourth-generation business, Henry’s, Canada’s largest independent imaging retailer. She later spearheaded the launch of the Foundation for Henry’s, a creative mental health initiative rooted in community impact. Drawing on deep experience in governance, strategy, and operations as a family member, executive, board member, and shareholder, Amy brings insight into the complex dynamics of family enterprise. She is especially skilled at bridging generational perspectives and helping families align purpose with action.

Resources discussed in this episode:

• Rotman School
• Pixel Foundation
• David Bentall
• Family Enterprise Canada

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Amy Stein | Generations Trusted Family Business Advisors:

• Website: gtfba.com/ | pixelfoundation.org
• LinkedIn: Amy Stein
• Email: amystein24@gmail.com

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.