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.

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

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.

In this episode, we’re joined by Russel Baskin, a consultant and certified executive coach with Trella Advisory Group. Drawing from her background in human development and two decades of experience with business families, Russel helps name what often goes unspoken in transition, how control, identity, and legacy quietly shape relationships and decision-making. From habitual patterns to intergenerational tension, she invites us to consider how emotional insight and structural clarity work together in succession.

Her approach emphasises empathy, shared understanding, and space for each generation to grow into their role with intention. If you're supporting a family in transition or navigating your own, this conversation offers language, perspective, and encouragement for moving forward with both steadiness and care.

About Russel Baskin

Russel Baskin is a Consultant and Certified Executive Coach with Trella Advisory Group. She brings a human development background and a passion for family business to her consulting

work with families and advisors. Over the past 20 years Russel’s career has included advising business families, coaching professionals in transition, as well as leadership roles in marketing, business development and the not-for-profit sector. Before joining the Trella Advisory Group, she was the National Director of Education and Programming for Family Enterprise Canada a national member-driven organization supporting business families and family enterprise advisors.

As a consultant with Trella, Russel specializes in relationship dynamics, governance, family continuity and individual development and growth. She brings grace and compassion to her work with clients understanding the interconnected relationship between the needs of the individual and the well-being of the family. A creative thinker and direct communicator Russel is committed to the success and excellence of all her clients.

Resources discussed in this episode:

• Royal Roads University
• Trella Advisory Group

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 Russel Baskin | Trella Advisory Group:

• Website: trella.ca
• LinkedIn: Russel Baskin
• Email: russel.baskin@trella.ca

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.

In this episode, we’re joined by Keita Demming, Partner at The Covenant Group, award-winning author of Strategy to Action, and trusted advisor in strategy, design, and innovation. We explore how strategy becomes a lived practice through intentional behaviour, personal development, and the quality of our conversations. Keita shares his approach to coaching leaders through conflict avoidance, curating effective inner circles, and aligning day-to-day actions with long-term vision. He introduces a powerful shift in thinking from chasing outcomes to asking better questions and what it means to lead with clarity and courage.

We talk about what strategy really looks like when it's practiced daily, why organizations often struggle to face hard truths, and how self-awareness, team dynamics, and sector alignment can either accelerate or stall transformation. Keita brings practical insight and honest reflection on what it takes to build something meaningful, starting with the conversations we choose to have. Whether you're growing a business, refining your leadership, or rethinking your goals, this episode offers a grounded framework for becoming the kind of leader your future needs.

About Keita Demming

Keita is an award-winning author, educator, and coach focused on transforming companies into idea-driven, people-centred environments. His book Strategy to Action offers a practical approach for turning bold ideas into tangible results, helping close the often-frustrating gap between strategy and execution.

As a trusted advisor in design, strategy, and innovation, Keita also hosts the podcast Conversations with Keita Demming, where he explores insights from leaders across disciplines. He believes learning from others lightens our own journey. Among his proudest achievements is building the TEDxPortofSpain community, one of the most successful TEDx events globally.

Resources discussed in this episode:

• Strategy to Action
• Erykah Badu
• The Selfish Gene by Richard Dawkins
• CS Lewis
• Brene Brown

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 Keita Demming | The Covenant Group

• Website: keitademming.com
• LinkedIn: Keita Demming
• YouTube: @KeitaDemming
• Instagram: kdemming
• Facebook: keitademmingconversations
• Email: keita@covenantgroup.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.

In this episode, we’re joined by Jenna Carvalho, Founder and Principal of Guardian Estate Company, whose work sits at the intersection of estate planning, family relationships, and meaningful legacy. With more than 100 estates and dozens of trusts under her direct care, Jenna has witnessed the full spectrum of outcomes, both smooth and strained, when families face the inevitable transitions that come with wealth, loss, and leadership. We talk about what it’s really like to act as an executor for the first time, how communication (or the absence of it) can change everything, and why estate planning is less about predicting the future and more about preparing people for it. What happens when intentions go unspoken? When roles aren't clearly understood? And when decisions once thought simple suddenly carry emotional weight?

Jenna brings both experience and candour to a conversation that explores more than just documents and directives. She shares real stories that reveal how family dynamics, unclear expectations, and misaligned roles can create lasting consequences or be transformed through thoughtful planning and early dialogue. Whether you're choosing your executor or are the executor, this episode offers insight into what stewardship really looks like before, during, and after the will is read.

About Jenna Carvalho

Jenna Carvalho is the Founder and Principal of Guardian Estate Company, where she helps successful Canadian families navigate the complexity of estate planning, administration, and legacy stewardship. With over 15 years of experience, including a decade at BMO Private Wealth, Jenna has directly managed more than 100 estates and acted as trustee for dozens of trusts, foundations, and powers of attorney. She holds an MBA from Queen’s University, along with the Trust and Estate Practitioner (TEP) and Member of Trust Institute (MTI) designations, credentials that underscore both her technical expertise and commitment to excellence.

Resources discussed in this episode:

• Estates Made Simple

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 Jenna Carvalho | Guardian Estate Company:

• Website: guardianestate.ca
• LinkedIn: linkedin.com/in/jennamc
• Email: jenna@guardianestate.ca
• Phone: 403-990-3524

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.