Meet the Family.Inc Experts 

Tangible, actionable advice delivered in dense, topical conversations.

With topics ranging from tax liability, family governance, and private equity to
wellness, self-awareness, and emotional maturity – there is something for everyone.

Check out the clips below to preview the Family.Inc Experts: 

Dr. Gautam “G” Gulati

Dr. G is a medical doctor, serial entrepreneur, and innovation executive. In this clip, he explains the role wellness plays in family dynamics.

Meghan Juday

Meghan Juday, founder of The Lodis Forum and Chairman of the Board of IDEAL Industries discusses the importance of family govenance.

Randy Nelson

Randy Nelson, a seasoned attorney from von Briesen & Roper, s.c., explains the requirements of the CTA and what types of companies are effected by this new legislation.

Agatha Johnson

Agatha “Aggie” is a generational family business coach and CEO/founder of WillKate. She and Josh discuss self-awareness and how it impacts family business harmony.

Brian C. Adams

Brian C. Adams, Principal at Mack International discusses the trends he is seeing in the leadership transition to the next gens. 

Jeff Faine

Join Jeff Faine, CLU®, Founder, and Managing Partner of Enhanced Funding Solutions as he shares a high-level overview of how to turn your tax liability into monetary gain.

Jay Radtke

Get a quick overview of the different types of private equity/buyout firms available from Jay Radtke, Executive Managing Director of Mason Wells Buyout Funds.

Alison Fragale, Ph.D.

Alison Fragale is a professor, Ph.D., keynote speaker, and author of the soon-to-be-released book Likeable Badass: How Women Get the Success They Deserve. In this clip she talks about how power, status and influence play out in a family enterprise.

Cathy Carroll

Cathy Carroll, founder and President of Legacy Onward, Inc., unpacks the three themes around conflict she sees most often with the family members she coaches.

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