A generational legacy strategy isn’t about knowing all the answers—it’s about asking better questions. With $124 trillion about to be passed on to the next generation, where is the education to help you deal with the complex challenges as well as relationships? Are the stories you’re telling yourself helpful or a hindrance? Creating the right team around you, for trust and partnership, can allow you to balance your gifts, wisdom and identity to that of your larger family. And what does the phrase ‘adult in the room’ actually mean? In this episode, hostess Angelina Carleton speaks with guests Jake Morrill and Jonathan Scoonover about how money can expose family fractures just as how a great philanthropic plan can bring forth everyone’s passions. With great abundance comes great responsibility. When you can define what it is you care about in values, focus areas and mission – isn’t this what all of our hard work is for? What is the real difference you would like to make? Tune in for a dynamic conversation about how your legacy could be about anxiety, shouting and outrage or, more trust between people and more families healed. Learn more about Jake at www.gentogenleadership.com. Learn more about Jonathan at https://1010strategies.com. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations in and around your holistic legacy... that is much needed today. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching once a week, fulfillment and progress follow. Since 2014, Angelina Carleton has advised individuals in over 1,000+ sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: @designurlegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-pod... Facebook: @designurlegacy ---- Thank you for watching this video—Please share it! ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the affluent to entrepreneurs of all stages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email: info@angelinacarleton.com (No Soliciting). - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL. - #coachinglegacies #familylegacy #wealthtransfer #wealtheducation #legacy #legacyplanning #emotionalgovernance #governancebestpractices #buildingalegacy #highnetworth #philanthropy #sharedvalues #inheritance #familydynamics #familyoffices #designurlegacy #jakemorrill #jonathanscoonover #angelinacarleton #advisor #advisory #generationalwealth #legacybuilders #legacybuilder #familylegacy #wealthtransfer #estateplanning #familybusiness #familyoffice #PhilanthropyStrategy #FamilyGovernance #nextgenwealth #legacybuilding #highnetworth #wealtheducation #ValuesBasedPlanning #WealthAndFamily #financiallegacy #successionplanning #familytrust #InheritingWealth #legacymindset

What is important to know when engaging in family constitutions and governance plans? As it is becoming more common to talk about legacy planning in Latin American, Maria Laura Musto Esq. takes the mystery out of what is fundamental to healthy dynamics so the roots are in place for a family legacy. Mrs. Musto points to the value of being “a whole part” of one's family business, a change in mindset and complete consciousness. 2:35 Family discussions around wealth and legacy, from her experiences in wealth management 5:39 Asking for the senior generation’s involvement in legacy projects 8:00 Challenge # 1: When new family members come into the dynamic 10:00 Challenge # 2: When founding members fear facing (more or new) conflicts 12:48 New tools available today to make all businesses grow – cross culturally 14:38 Clarity brings good opportunities to the family 21:00 Working on dynamics: individual personal development in accordance with fambiz codes 25:15 In-laws to feel a part of the family conversations and creating different environments 27:00 Next generation have higher access to a financial education to managing time and money 30:30 Knowing the history of the family business to know where the wealth & legacy came from 35:00 Her personal legacy to include this process of evolution for family business harmony 38:00 Women, especially daughters, want to serve on the company boards 40:40 Creating a legacy is a family project, ideal for all family business, not just the wealthy Marie Musto can be reached at mlmusto@vgvcorporate.com. ~ VGV CORPORATE is a boutique firm offering tax & legacy planning, wealth preservation and trust & corporate services, in Europe, Latin America and the USA. Legislation is different from one jurisdiction to another, as policies and codes change frequently, posing a challenge when it comes to tax and corporate planning to keep wealth properly protected. VGV CORPORATE is a team-based approach to wealth protection services, focusing on the entirety of a client's life and future. They have been advising Latin American families for more than two decades, and over time, strengthened their presence in the main cities of each region, with a robust base in Miami, Floria (USA). They have specialists in counsel, preservation, transmission by planning and managing the wealth of Latin American families. ---------- #designurlegacy #legacyplanning #legacy There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your first consultation and start designing your holistic legacy plan with our advisory services for clarity and accountability, go to http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their personal legacy planning their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

Do you believe we are in this world to leave a legacy? Silvana Mariel Munoz does. And the byproduct of your life could be economic, philanthropic, behavioral, inspirational, or a continuation of your heritage. Silvana references the Arab proverb that it needs to be “Good for Me, Good for You, Good for Everyone”. In her words, she states: “Everyone has a story to go beyond and share to the world, everyone has a purpose and mission that gives sense to life, everyone has a soul message for others to hear as a gift, so … everyone has a legacy to leave, even while we are still in this world… not just after our death.” Whereas an inheritance is more about the tangibles of economic assets, properties, business and patrimonial wealth, she states that a legacy is more about the intangibles of reputation, the respect of a family name, skills, talents, relationships and trust, as well as how and what resources we use to invest. Sometimes a recipient or beneficiary can feel their legacy to be the karma of heavy luggage being placed on their shoulders; yet, there may be a hidden legacy that the next generations, especially with family businesses, need to discover. In the words of “legados … dejando huellas”, Silvana asks ‘how can your life’s footprints make you personally happy and create win/win solutions for others’? For Ms. Munoz, she thinks of her legacy as a contribution and an intentional gift with impact. The time she dedicated to others to craft a customized gift is the essence of her “legados dejando huellas” with all of her professional and personal activities. Highlights: 2:47 Understanding the distinctions around legacies 9:55 Working on our own legacy 13:20 Being devoted to our legacies ... a gift of time 15:47 Legados Dejuando Huellas 18:44 A legacy ... on the skin 24:04 Every legacy is a recipe & a paradigm 25:11 The way of thinking, being & doing is a legacy, too 28:50 When to neutralize (as a remedy) 31:25 Feeling our legacy in a deeper way (economic, business, etc) 36:30 The 4 legs of the table: living the words 39:50 Collaborating with universities, family offices, congresses, conferences, etc. Learn more at fambizbeyondtheworld.com as well as on Twitter at @silvanamarielmz. Instagram: @familybusinessglobalmovement. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all. When you design your legacy using our framework, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your first consultation to start designing your holistic legacy plan with our advisory services, for clarity and accountability, visit http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

How do you navigate narcissistic personalities in your family or business, let alone your family business? Nelson Cury Filho is the founder of the Brazilian Family Business Forum-FBFE, owner of Cedar Tree Family Business Advisors and partner at Consilium Family Office Advisors. A specialist in Family Governance, he does a unique job with business families on the importance of training and developing heirs, successors, shareholders and members of family businesses across Brazil. Follow Nelson on Instagram at https://www.instagram.com/nelsoncuryfilho/ or visit http://cedartree.com.br/. To reach Nelson, email him at nelsoncury@fbfe.com.br. HIghlights: 01:15 – Nelson’s experience with governance 02:50 – Narcissistic leadership in 21st century organizations 04:00 – Impact of narcissists on heirs 07:00 – Mortality of family business founders 10:13 – Reality distortion and narcissistic traits 14:00 – Internal and external remedies 18:00 – Family dynamics: Dealing with differences 23:00 – Self esteem and one’s real dreams 28:00 – What can keep leaders grounded 33:21 – What the women in family businesses can bring 39:00 – Looking at his own values for family legacy 43:00 – A well-rounded education to build legacies 53:48 – Powerful closing question - #designurlegacy #legacyplanning #legacy There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all! When you design your legacy using our co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 coaching sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your first consultation to start designing your holistic legacy plan with our advisory services for clarity and accountability, visit http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and purpose. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

What goes into the evolution of a NextGen family business member? REFLECTIONS FROM KENYA: From IBM & Microsoft to the family business. Ronnie Maina sets the scene in the year 1967 when his father, the founder of their family business, left his agriculture village to move to the cosmopolitan city of Nairobi, Kenya. As Kenya has over fifty (50) tribes, Ronnie’s father had to assimilate with the city landscape as well as the newfound corporate lifestyle as an IBM executive. Ronnie states “Fear can bring out that real commitment and drive in a person in their seeking out the challenges!” His father studied electrical engineering and was influenced by his travels as a “Big Blue” IBM Managing Director. Yet while he kept close relationships at the company, the day of business politics arrived and he was pushed out. Fortunately, he had learnt much and in 1991, Ronnie’s father commenced their family business. While his father was in the first year of building the family enterprise, Ronnie was in his gap year after high school. He soon found himself working in the family business and negotiating his first salary figure. As his industry knowledge grew, Ronnie left to Johannesburg, South Africa with new opportunities. During his own IBM career as a Managing Partner, Ronnie shares select internal and external conversations. The longer he stayed in the corporate setting, the more Ronnie knew he had to return home. He realized what “the family had put together for him” to grow with their resources. In 2010, Ronnie was in the capital city of the DRC (Democratic Republic Of The Congo) running an ISP with 40 employees. After receiving a call from his father, he returned home to Nairobi to help run the family business. Today he hopes to connect with other like-minded founders and next gen’s to better manage the succession process. Ronnie and his family also look at what keeps a family business in tact for 200-300 years "in staying power". He continued his education with an MBA from “African Leadership University” in discussing the problems Africans face in leadership ]https://www.alueducation.com/campuses/alu-rwanda]. When there are different generational perspectives of thinking, distinctions matter. Ronnie hopes the next gen’s will keep close communications with the founders and “try to connect”. He hopes his legacy will be the transfer of principles, practices and values from the founding generation to the future successors. He also wants to bring all aspects of the cultural norms forward in his family tree. Email Ronnie at rnmaina@tbm.co.ke. - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all! When you design your legacy using co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 online coaching sessions with their holistic legacy plans. To book your first session and start designing your holistic legacy plan with clarity and accountability, visit http://www.DesignUrLegacy.com. ►Where to connect with and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcasts: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and purpose. Email: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

What is a family office and how can it help you? Andres Ospina, Managing Director of Family Office Club, introduces you to the concept of a "Family Office” and highlights the benefits this structure offers. One of the main features is less bureaucracy when raising capital compared to private equity and angel investors. In this video version of the podcast episode, we speak about positive examples in the Family Office Club such as Mitzi Perdue (of two family businesses) and how family legacies can be protected when the NextGen's understand the history and hard work behind the businesses that created the wealth. We also talk about entitlement and how this mindset can impact the family business. Andres highlights the contrast of western culture and Asian family business members who stay with their family their entire lives. Mr. Ospina also shares the difference in generational heritage that seeks to instill pride into the NextGen's in their last name and bloodline whereas "new wealth" faces freish tax challenges. As self-made entrepreneurs sell their companies for massive profits, they become responsible for tax liabilities. What are their best options? Tune in to find out! For many families and individuals of affluence, they prioritize the values of human capital as well as wealth preservation (to protect what they've built). For coaches and advisors, Mr. Ospina emphasizes the importance of being in partnership with these family’s legacy visions, so their future legacies align with past successes. One area of service coaches and advisors can provide includes the creation of a mission statement that bring all generations of family members together, united in inspiration. For Andres, he expresses how valuable it is when we can admit we do not understand the person sitting across from us – this level of honesty pushes us to ask better quality questions. Salesmanship is understanding another human being in their problems and challenges. In designing his legacy, Mr. Ospina honors his values around: • acknowledgement (a form of love and respect); • curiosity in learning with an open mind; • humility (in suppressing his ego when learning); • keeping an open mind as he takes new risks; and • living outside of his comfort zone. - #designurlegacy #legacyplanning #legacy There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all! When you design your legacy using co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 sessions with their holistic legacy plans. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your first consultation to start designing your holistic legacy plan with our advisory services for clarity and accountability, visit http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and purpose. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

It’s just not right how profits can be valued more than people. What if instead of ignoring and turning a blind eye to toxic corporate culture, we speak directly about solutions and different business models? In this video version of our podcast episode, I chat with my dear friend Shirley Chock. Shirley was raised in a family business and graduated with her Bachelor's of Arts in Economics from the University of Chicago. She enjoyed a 20-year career in finance and administration, including a short work life at Goldman Sachs in Hong Kong. During this time, she began training under Grandmaster Aiping Cheng and in 2006, became the U.S. Women’s Tai Chi National Champion. Shirley realized her Tai Chi training was instrumental in helping her manage workplace stress, conflicts as well as associates. In 2012, she was named “Working Mother Magazine’s Working Mother of the Year for Yale University”. In 2017, Shirley became the owner of Aiping Tai Chi Center, southern Connecticut’s largest Tai Chi school established in 1996 by her mentor. Shirley is speaking in this podcast in the capacity of one who trains women around stress and conflict management. Mrs. Chock's perspective is that of a Tai Chi martial artist as it relates to redirecting force, momentum and energy. What I hope the viewers will learn are remedies to increase the health of any corporate or family business culture for employees, shareholders and all related parties so "all" individual legacies can be designed compared to destroyed. We talk about the concept of “fairness”, identifying ‘allies’, what makes a group gel as a team compared to when a women feel they have to prove their “worth”, recognizing the cycle of chasing other’s approval while disappearing from one’s own soul, etc. Shirley speaks to how easy it can be to make up constructs in one's own mind in rationalizing excuses and scenarios, compared to growing through the pain of toxic scenarios. The links to the articles that inspired this podcast can be found at: https://www.huffpost.com/entry/sexual-harassment-ernst-young-arbitration-bill_n_5d371887e4b004b6adb65597 (and) https://globalpropertyinc.com/2019/03/27/jlls-corrupt-culture-enabled-securities-fraud-sexual-harassment-broker-alleges-in-lawsuit/ Learn more about Shirley at www.aiping-taichi.com. - #designurlegacy #legacyplanning #legacy There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations for and around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all! When you design your legacy using co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 online sessions with their holistic legacy planning. Subscribe to our website by visiting: http://www.DesignUrLegacy.com for exclusive content. To book your first consultation to start your holistic legacy planning with our advisory services for clarity and accountability, visit http://www.DesignUrLegacy.com. ►Where to follow and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and purpose. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.

On the subject of Latin family businesses, I had the opportunity to sit down with Carlos Gonzalez Cassis in his first English speaking interview to speak about Latin family enterprises, how real economies work, becoming more “open source” in transparency, and creating legacies that benefit Latin family businesses. As Carlos brings his negotiation skills to Latin family businesses, he hopes to elevate them to dream, feel and think with their full imagination. He believes one of the first steps is transforming “nano-thinking to visionary mentalities" so Latin family business members can create world-class companies that can compete. 1. As Latin family enterprises have decreased by 2/3rd’s, 900,000 to 300,000, he would like the education of positive role models to be included in the multi-faceted training next to economics as well as transcendence. When there is negativity of circumstances, companies such as Santa Teresa Rum considered the strategy of becoming anti-fragile compared to a survival business. They learned to thrive in a once negative environment. 2. Let’s think and do more ambitiously through a pioneering sense of spirit: Mr. Cassis describes how NuBank, the 5th biggest bank in Brazil, expands their mission to ensure their clients are happy which then increases the prosperity of Latin countries. With $10B behind them, he hopes their example will motivate other entrepreneurs to dream big, write their business plans in confidence, pitch their plan for funding and lift their communities throughout Latin America. 3. Family members unconsciously can enable or prevent business goals, whether the connection is energetic or spiritual. Mr. Cassis talks about Codorniu, a family enterprise located in Spain whose family members rely on meritocracy with their 18 generations in business in what can be possible. While epigenetics and culture can affect individuals in their decisions, Carlos highlights Codorniu so others can learn from their decisions. 4. As the unexpected can happen, he believes one benefit from the past in their awareness around planning. Mr. Cassis conducts his own research with an alliance in the Dominican Republic specifically for Latin family enterprises; while less than 20% speak about succession, he hopes when one sees what is possible, a ripple effect occurs to create the right company culture, customs, behavior and contexts to promote the highest goals. He brings up the example of Grupo Cisneros with their decisions to plan a half century ahead! For his legacy plan, Carlos believes this word (legacy) is important because developing full potential means embracing ambition even in daring to think about all possibilities! - There is an empty space between financial planning and estate law where a professional, seasoned coach can expand the conversations around your holistic legacy planning. Without a values-based plan, you could go in the wrong direction. Or worse, no direction at all! When you design your legacy using our co-active coaching, fulfillment and satisfaction follow. Since 2014, Angelina Carleton has advised individuals in over 1,000 online sessions with their holistic legacy plans. To book your session, visit http://www.DesignUrLegacy.com! ►Where to connect with and listen to Angelina: Twitter: https://twitter.com/DesignUrLegacy LinkedIn: https://bit.ly/LinkedIn_LegacyPlanning Apple podcast: https://bit.ly/design-your-legacy-podcast Facebook: https://www.facebook.com/DesignUrLegacy/ ---- Thank you for watching this video—Please Share it. ► Subscribe to My Channel: /@Your-Legacy -- Angelina is a published author and for the last 10 years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all stages. Angelina has spoken on podcast platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, WealthManagement.com and Thrive Global to broaden the conversations around legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and purpose. Email for inquiries: info@angelinacarleton.com. - PRE-ORDER MY BOOKS 📖 https://www.angelinacarleton.com/books SIGN UP FOR MY LEGACY PROGRAM: https://www.angelinacarleton.com/online-course SUBSCRIBE TO BE WAITLISTED FOR UPCOMING WORKSHOPS https://www.angelinacarleton.com/retreats SIGN UP FOR MY MAILING LIST https://www.angelinacarleton.com/ DISCLAIMER: THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE A SUBSTITUTE FOR LEGAL, FINANCIAL OR CLINICAL ADVICE. PLEASE CONSULT A SPECIFIC PROVIDER FOR GUIDANCE SPECIFIC TO YOUR SCENARIO. THIS VIDEO DISCUSSES HOLISTIC LEGACY PLANNING IDEAS, BELIEFS, THOUGHTS, STORIES AND FEELINGS IN GENERAL.