“Unlocking the Potential of the Next Generation” – The Capital Club | Jun 2023

Thank you to The Capital Club for featuring Rebecca on their podcast. During the episode, Rebecca covers the importance and ideas for engaging the next generation (Next Gens) within a family office/family business. Rebecca believes families need to make a concerted effort to help their Next Gens build capacity in the areas of Governance, Financial Literacy, and overall Leadership Development. Governance in terms of the family’s overall structure (and new possibilities for roles for Next Gens within this structure); Financial Literacy to ensure that they are not taken advantaged of; and finally, Leadership Development so that they can build confidence to contribute effectively as they want to.

Even though you’re born into a place of privilege, these Next Gens have a lot of anxiety, especially about thinking that they can’t fill the shoes of the people that have come before them.

Listen now. 

“The Next Generation of Family Offices” – RBC Investor & Treasury Services | Aug 2022

Thank you to RBC Investor & Treasury Services for featuring Rebecca on their podcast. During the episode, Rebecca discusses questions like: “How do you define ‘Next Gen’?”; “Why are each segment so important/unique?”; “What challenges are Next Gens facing?”; and, “How can families effectively engage them?”

Next gens are so important because they offer such a diverse and fresh perspective that can help pivot legacy businesses into new generations and to new directions, and into the next century.

Listen now.

“Avoiding the ‘Shirtsleeves-to-Shirtsleeves’ Syndrome” – RBC Investor & Treasury Services | Apr 2022

Thank you to RBC Investor & Treasury Services for featuring Donna on their podcast. During the episode, Donna discusses the importance of governance to a family’s long-term success; a new and improved definition of “family office”; why wealth management is only part of governance; the importance of entrepreneurship; and, when the family founder needs to “let go”.

When I’m speaking with sort of financial managers or wealth managers, they quickly jump, I find, to the conclusion that a family office is a family that has investments and they’re looking to expand those investments. Our team comes from a very different perspective. And the perspective about a family office for us is that wealth management is only one component of a family office. And really, until a family has formal structures in place, such as a family council maybe, or they might have an advisory board, then our team doesn’t really consider them a family office.

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“Journey Into the Board Room” – DirectHer | Jan 2021

Thank you to DirectHer for featuring Rebecca on your Instagram Live. Rebecca’s interview with Sinem Ersoy covered her experiences as as Management Consultant and the Board Chair of Next Gen Men, a national non-profit that is focused on engaging, educating, and empowering men and boys around gender. ⁠

“I think the most important thing about being a board chair is being a fantastic facilitator… you’re in charge of facilitating a group of really smart people and making sure that you’re driving the conversation forward, not only at the board table during the session but your prep is always before and after a session too.”

DirectHer Network is a women-led not-for-profit dedicated to empowering Albertan women and gender non-binary people with the tools and support necessary to serve on boards. DirectHer was founded in 2019 in response to watching an overwhelming number of capable women self-select out of leadership opportunities thinking they didn’t perfectly satisfy 100% of the application criteria.

Learn more: directhernetwork.com