A Strength-Based Approach to Advising Multi-Generational Family Enterprises

EXCELSIOR CAPITAL PRESENTS

A Strength-Based Approach to Advising Multi-Generational Family Enterprises

Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations.

Back to all Podcasts

Go Beyond Marketing and Create a Better Customer Experience

Podcast: A Strength-Based Approach to Advising Multi-Generational Family Enterprises

Jeff Strese is an Organizational Development Consultant and Executive Coach focusing on multi-generational family enterprises, corporations, and mission-driven nonprofit organizations. He has more than 25 years of experience working across industries in the areas of leadership development, organizational effectiveness, and family dynamics.

Key Highlights

[00:01 – 10:19] Navigating Generational Wealth Transfer

The generational wealth transfer between baby boomers and either Gen Z or millennials is happening in real-time right now
There is a skill gap in the mid to more senior-level professionals that need qualitative skills
Advisors need to have the skills to know when and how to refer to communication and family dynamics

[10:20 – 25:04] Assessing Wealth and Wellness in Family Enterprises

Family Office Exchange developed a family advisor training program
Organizations need to develop people holistically or risk losing talent
Beneficiary prep is a holistic journey, not just about trust and estate or entity taxation
Look for credible sources such as authors, presenters, or certification programs

[25:05 – 33:58] Examining the Positive Trends in Family Enterprises and Leadership Development

Bringing in a third-party vendor to audit the family system can provide valuable insight
Mental health issues are becoming destigmatized, leading to more focus on wellbeing
Leadership development, talent training, and advisor development are key areas of focus
Optimism is the set point when it comes to the direction of families and enterprises

[33:59 – 35:25] Closing Segment

Additional Links:

LinkedIn: https://www.linkedin.com/in/jeff-strese-8622b36/

Website: https://jeffstrese.com/

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

Fed Balances Inflation and Labor Market Data, Cuts 25 Bps

For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.

One Big Beautiful Bill – What It Means for Your Real Estate Portfolio

For real estate investors, especially high-net-worth individuals, this bill introduces enhanced tax incentives, including 100% bonus depreciation and extended Opportunity Zone benefits.

Secondary Market Momentum: Industrial Assets as Institutional Goldmines

As institutional investors search for alpha in an increasingly competitive real estate landscape, secondary markets are emerging as strategic destinations for industrial investment.

Navigating Interest Rate Uncertainty: Strategies for Institutional Real Estate Joint Ventures (JVs)

The Federal Reserve’s 2025 policy will balance economic growth and inflation control. Factors influencing policy include tariff-driven inflation…

Trump’s Tariffs in 2025: A Game Changer for Industrial and Shallow Bay Real Estate?

As the U.S. economy adapts to a broad round of tariffs under the Trump administration in 2025, industrial (bulk and shallow bay) real estate are poised for significant changes.

Emerging Trends in Real Estate Investment for Institutional Portfolios

As the first few months of 2025 have shown, the real estate investment landscape for institutional portfolios is undergoing significant transformation.

Tax Season Preparation for Real Estate Investors

Whether you’re an individual filer, a business owner, or managing investments like real estate, proper preparation can help you maximize deductions and stay ahead of key deadlines.

From Challenge to Opportunity: 2025 Commercial Real Estate Outlook

As we move into 2025, investors are entering the new year with cautious optimism. While the last two years have presented challenges, there’s a growing sense…

Excelsior Capital Blogs, Webinars & News

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205



investors@excelsiorgp.com

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.