When Legacy Grows Up: Shifting from Founders to Families in Enterprising Wealth

Episode notes

In this episode, Dr. Dennis T. Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, joins us to explore how family enterprises can evolve with intention across generations. A globally recognised adviser, educator, and author of Wealth 3.0 and Borrowed from Your Grandchildren, Dennis brings decades of insight into how families build shared purpose, navigate complexity, and sustain legacies that matter. Together, we look at the role of values in decision-making, the shift from inheritance to stewardship, and the everyday work of preparing the next generation. With a calm and grounded perspective, Dennis invites us to rethink not just how families lead, but how they learn, change, and grow together. If you’re asking what helps families stay connected while moving forward, this conversation offers a thoughtful place to begin. About Dennis T. Jaffe Dennis T. Jaffe, Ph.D., is Senior Research Fellow at BanyanGlobal Family Business Advisors and a San Francisco-based adviser to multigenerational families navigating the complexities of business, governance, wealth, and philanthropy.

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