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Legacy Builders: Strategies for Building Successful Family Enterprises

Legacy Builders: Strategies for Building Successful Family Enterprises

By: Cory Gagnon
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About this listen

 Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!2025 Assante Financial Management Ltd. Economics Leadership Management & Leadership Parenting & Families Personal Development Personal Success Relationships
Episodes
  • Finding Yourself After Leadership: The Missing Chapter in Succession

    Finding Yourself After Leadership: The Missing Chapter in Succession
    Nov 28 2025

    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.
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    47 mins
  • Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations

    Silence Is Not Succession: Why Women’s Health Belongs in Family Conversations
    Nov 14 2025
    In this episode, Dr. Julia Edelman, board-certified gynecologist, author, and nationally recognized menopause expert, joins us to open a conversation we’ve never had on Legacy Builders: the impact of women’s health, specifically menopause, on family enterprise. A Yale, Columbia, and Harvard-trained physician with over four decades of experience, Dr. Edelman brings both clinical authority and compassionate insight to a topic that touches individuals and family systems alike.Together, we examine how menopause, often unspoken and misunderstood, can shape communication, influence decision-making, and affect readiness for leadership transitions. You’ll hear how silence around these experiences can erode trust and how clarity and conversation can restore it. Dr. Edelman reflects on how far women’s health has come, what still needs to change, and why addressing this hidden dynamic is essential to building legacies that truly last. Whether you’re navigating this season yourself or walking alongside someone who is, this is a conversation that brings science, story, and strategy into one essential dialogue.About Dr. Julia EdelmanDr. Julia Edelman is a nationally recognized menopause expert, board-certified gynecologist, and Menopause Society Certified Practitioner (MSCP) with over 40 years of experience in women’s health. A graduate of Yale University and Columbia University College of Physicians and Surgeons, she completed her residency at Harvard and has since built a reputation for delivering evidence-based, compassionate care. She is the founder of Women’s Health and Gynecology of New England and has mentored physicians and students at both Harvard and Brown medical schools.Her contributions to the field have been honoured by the North American Menopause Society, which named her “Menopause Practitioner of the Year” following the release of her first book, Menopause Matters: Your Guide to a Long and Healthy Life. She also authored Successful Sleep Strategies for Women through Harvard Health Publications. Her latest book, The Savvy Woman’s Guide to Menopause: Before, During, and Beyond (Johns Hopkins University Press, October 2025), offers clear, practical guidance to help individuals navigate midlife transitions with confidence.Resources discussed in this episode:Menopause SocietyThe New England JournalThe Savvy Woman's Guide to Menopause Before, During, and BeyondMiriam NelsonDr. Claudio SoaresContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Dr. Julia Edelman | Women's Health and Gynecology of New England: The New England Center for Body SculptingWomen’s Health and Gynecology of New England WebsiteJuliaEdelmanMD.com - The New England Center for Body SculptingLinkedIn: Julia Edelman MDWHGNE FacebookNECBS FacebookEmail: info@juliaedelmanmd.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.
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    51 mins
  • Who You’re Becoming: How Strategy, Leadership, and Legacy Start Within

    Who You’re Becoming: How Strategy, Leadership, and Legacy Start Within
    Oct 31 2025

    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.
    Show More Show Less
    51 mins
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