In this episode of Safe Space, host Francesco Lombardo welcomes Véronique Sanders, the steward of Château Haut-Bailly, a prestigious Bordeaux winery with a rich history dating back 800 years. Véronique shares about the complexity of her family's history with the business, emphasizing the emotional connection she has with the land and the importance of passion in winemaking. She discusses the responsibilities that come with being a custodian of the estate, highlighting the need to preserve its legacy for future generations while adapting to modern challenges such as climate change and shifting consumer habits.

Throughout the conversation, Véronique reflects on the evolving landscape of the wine industry, particularly the changing drinking habits of younger generations. She believes that while studies suggest a decline in wine consumption among youth, personal experiences reveal a different narrative. The episode concludes with Véronique offering valuable advice to both current and future generations, urging them to stay curious and authentic while embracing their roles as stewards of their family legacies.

Connect with me here:

• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

In this episode of Safe Space, Daniel Trimarchi and Francesco explore the often-unspoken complexities of family dynamics, particularly the tendency toward binary thinking (right or wrong, in or out, success or failure) that can quietly limit relationships within enterprising families. Daniel challenges this mindset by inviting families to recognize the "gray space," where nuance, curiosity, and empathy create room for deeper connection, better decision-making, and unexpected opportunities.

Drawing on more than 16 years of global experience advising business families, family offices, and high-net-worth individuals, Daniel shares how governance frameworks, clear communication, and accountability can help families navigate complexity without losing trust or emotional safety. As National Lead for Family Dynamics & Governance at KPMG Australia and a member of KPMG's Global Centre of Excellence for Family Business, he brings a rare blend of academic insight and practical application to conversations about change, conflict, and continuity.

Throughout the episode, Daniel emphasizes that embracing complexity—rather than avoiding it—can unlock creativity, strengthen relationships, and support more sustainable family enterprises across generations.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

In this episode, Marc Kielburger unpacks the difference between happiness and fulfillment, explaining why fulfillment is a deeper state of being that shapes how we experience the world. He reflects on stepping off the "happiness treadmill" and what it means to build a life rooted in purpose.

Marc draws on more than 30 years as a social entrepreneur, advising global leaders and co-creating movements that inspire meaningful impact. A Harvard and Oxford graduate and Rhodes Scholar, he has worked with changemakers like Richard Branson, Oprah Winfrey, and Sheryl Sandberg.

He is the co-founder of Legacy+ and Realize the Dream, and blends longevity science with emotional wellness through Unlimited Life. As co-host of the My Legacy Podcast and iHeart radio show, Marc continues to explore what it means to live a fulfilled life.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

On this episode of Safe Space, Francesco is joined by Brad Scott, Founder and Managing Director of EWM Group in Brisbane, Australia, and a pioneer of the Australian Multi-Family Office industry. The conversation begins with a retrospective on the Family Office field in Australia over the past 20 years, examining how it has changed and what to expect with the next generation. The discussion then delves into the critical role of family offices in managing family dynamics and emotional challenges, emphasizing that while investment strategies are important, the emotional aspect is paramount for the success of family wealth management.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

In this episode of Safe Space, Francesco sits down with Dr. Megan Gerhardt to explore the power—and complexity—of leading across generations. Megan shares why embracing diverse expertise is essential for building high-performing teams, especially within family businesses where generational dynamics often run deep. While it may feel easier to work with people who think like we do, she explains that true productivity and innovation emerge when families intentionally leverage their unique perspectives, experiences, and strengths.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

In this episode of Safe Space with Francesco Lombardo, Brandi Harleaux, award-winning entrepreneur and second-generation CEO of South Post Oak Recycling Center, shares her journey from leading teams at Fortune 100 companies — including Target, Northrop Grumman, and Disney — to stepping into her family business.

Brandi reflects on her decision to pursue an MBA while working full-time at Disney, and how education and real-world experience gave her the tools to navigate the complexities of joining a family enterprise. She also discusses the importance of preparation, financial literacy, and purpose-driven leadership — lessons that continue to guide her at the helm of SPORC, where she leads with a philosophy of taking care of your people and positively impacting the community.

🎧 Listen now to hear Brandi's insights on growth, courage, and redefining what leadership looks like in the next generation of family business.

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca

In this episode of Safe Space, host Francesco Lombardo speaks with wealth coach Kelly Willis Green about the emotional and psychological aspects of money. They explore Kelly's journey into wealth coaching, the dynamics of marrying into wealth, and the importance of understanding one's relationship with money. The conversation delves into the impact of childhood beliefs on financial behaviors, the connection between money and relationships, and the significance of curiosity in fostering innovation and personal growth. Kelly shares insights on transforming money history into intentional money management and discusses various money archetypes that influence financial behaviors.

Connect with Kelly:
• www.kellywillisgreen.com
• Serious Coin: Rich Conversations About Wealth Podcast

Connect with me here:
• www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• www.facebook.com/VeritageFamilyOffice
• www.youtube.com/@VeritageInternational
• veritage.ca

In this episode, Francesco Lombardo speaks with Robert and Kaylee Fukui about their journey as business consultants who help family businesses thrive while maintaining healthy marriages. They discuss the importance of balancing work and family life, overcoming guilt in parenting, and creating intentional relationships. The Fukuis share personal stories and practical advice on how to foster communication and connection within families, emphasizing the need for emotional security alongside financial stability.

Connect with Robert & Kaylee: https://marriedentrepreneur.co/safespace

Connect with me here:
• https://www.linkedin.com/in/francesco-lombardo-fea-496a7966/
• https://www.facebook.com/VeritageFamilyOffice
• https://www.youtube.com/@VeritageInternational
• https://veritage.ca