Open with Lisa Morel is a reflective podcast exploring identity, legacy, and the emotional dynamics that shape families, leadership, and family enterprise. This is not a show about achieving success, but about what sustains it from within. Guided by Lisa Morel, each episode creates space for conversations often left unspoken. The inherited stories, roles, and silences that influence how we lead, relate, and belong. Through thoughtful dialogue, listeners are invited to approach these dynamics with curiosity, compassion, and courage.
Family Business Conversations
Claim This Podcastby Lisa Morel
5.0(7 reviews)
10 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Open with Lisa Morel is a reflective podcast exploring identity, legacy, and the emotional dynamics that shape families, leadership, and family enterprise. This is not a show about achieving success, but about what sustains it from within. Guided by Lisa Morel, each episode creates space for conversations often left unspoken. The inherited stories, roles, and silences that influence how we lead, relate, and belong. Through thoughtful dialogue, listeners are invited to approach these dynamics with curiosity, compassion, and courage.
Language
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Publishing Since
9/15/2020
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Recent Episodes
April 17, 2026
Maria Elena Lagomasino on Generational Wealth and Governance
<p>What actually determines whether wealth lasts for generations?In this episode of Open, Lisa Morel sits down with Maria Elena Lagomasino, CEO of WE Family Offices and former CEO of JP Morgan Private Bank, to explore the real drivers behind generational wealth, legacy, and decision-making at the highest levels.With more than three decades of experience advising ultra-high-net-worth families, Mel has worked at the intersection of wealth, family dynamics, and long-term legacy planning. She has also served on the boards of major global organizations, bringing a governance perspective that few can offer.But this conversation goes beyond financial strategy.Starting from her personal story of leaving Cuba and losing everything, Mel shares how that experience shaped her understanding of wealth—not as money, but as a tool for freedom, independence, and connection.In this episode, we explore:Why most families lose wealth across generationsThe role of governance in sustaining family enterprisesHow money becomes a tool for control within familiesThe importance of financial independence, especially for womenThe emotional conversations families avoid—and why they matter mostWhy values, not structures, ultimately determine legacyIf you are a founder, part of a family business, or building generational wealth, this episode offers a rare, behind-the-scenes look at what actually makes wealth endure.This is not just about money. It’s about what wealth allows—and what it requires to sustain it.________________¿Qué es lo que realmente determina si la riqueza familiar perdura a través de generaciones?En este episodio de Open, Lisa conversa con Maria Elena Lagomasino, CEO de WE Family Offices y ex CEO de JP Morgan Private Bank, para explorar los factores reales detrás de la riqueza generacional, el legado y la toma de decisiones en los niveles más altos.Con más de 30 años de experiencia asesorando a familias de alto patrimonio, Mel ha trabajado en la intersección entre finanzas, dinámicas familiares y planificación de legado a largo plazo. Su trayectoria también incluye roles en juntas directivas de organizaciones globales, aportando una visión única sobre gobernanza.Pero esta conversación va más allá de lo financiero.Desde su historia personal de haber dejado Cuba y perdido todo, Mel comparte cómo esa experiencia redefinió su relación con la riqueza—no como dinero, sino como una herramienta de libertad, independencia y conexión.En este episodio exploramos:Por qué muchas familias pierden su riqueza a través de generacionesEl rol de la gobernanza en la sostenibilidad del patrimonio familiarCómo el dinero puede convertirse en una herramienta de controlLa importancia de la independencia financiera, especialmente para las mujeresLas conversaciones difíciles que las familias evitan… y por qué son esencialesPor qué los valores, más que las estructuras, determinan el legadoSi eres fundador, parte de una empresa familiar o estás construyendo riqueza generacional, este episodio ofrece una mirada profunda y humana a lo que realmente hace que el legado perdure.Esto no es solo sobre dinero.Es sobre lo que la riqueza permite… y lo que exige sostenerla.Connect with Lisa:Instagram: https://www.instagram.com/lisammorel/Website: https://www.openwithlisamorel.com/</p>
March 2, 2026
Familia, Empresa y Propiedad: El Modelo de los Tres Círculos
<p>¿Qué es lo que realmente sostiene a una familia empresaria?<br />¿La estructura, los acuerdos de accionistas y los protocolos… o algo más profundo?</p><p>En este episodio de Open, Lisa explora la diferencia entre una <strong>empresa familiar</strong> y una <strong>familia empresaria</strong>, utilizando el modelo de los Tres Círculos desarrollado por John Davis para explicar los tres sistemas que toda familia empresaria debe gestionar: familia, empresa y propiedad.</p><p>Más allá de las juntas directivas, los consejos de familia y los acuerdos formales, Lisa nos recuerda que lo que verdaderamente sostiene todo es el capital relacional.</p><p>Desde los roles heredados y la complejidad generacional hasta el lenguaje emocional, el conflicto saludable y el reconocimiento, este episodio invita a las familias empresarias a pasar del juicio a la curiosidad, del silencio al diálogo, y de la estructura aislada a la riqueza relacional.</p><p>Si eres parte de una familia empresaria multigeneracional, este episodio es para ti.</p><p>Porque el legado no se sostiene con documentos.<br />Se sostiene con relaciones.</p><p><br /></p><p>-----------</p><p><br /></p><p>What truly sustains a family enterprise? Is it structure, governance, and shareholder agreements… or is it something deeper?</p><p>In this episode of Open, Lisa explores the profound difference between <strong>una empresa familiar</strong> and <strong>una familia empresaria</strong>. Through the lens of the Three-Circle Model developed by John Davis, she breaks down the three systems every family enterprise must learn to manage: family, business, and ownership.</p><p>But beyond policies, boards, and protocols, Lisa reminds us of what truly holds everything together: relationships.</p><p>From inherited roles and generational complexity to emotional language, conflict, and recognition, this episode invites family leaders to shift from judgment to curiosity, from silence to emotional fluency, and from structure alone to relational wealth.</p><p>If you are part of a multigenerational family business, navigating governance, succession, or legacy conversations, this is for you.</p><p>Because legacy is not sustained by documents.<br />It is sustained by how we relate.</p><p><br /></p><p>Connect with Lisa:</p><ul><li>Instagram: https://www.instagram.com/lisammorel/</li><li>Website: https://www.openwithlisamorel.com/</li></ul>
February 12, 2026
Pertenecer Sin Perderte: El Mito de Que Todos Deben Trabajar en la Empresa Familiar
<p>Pertenecer a una empresa familiar no debería requerir abandonarte a ti mismo.En este episodio de Open, Lisa Morel explora las dinámicas emocionales y estructurales dentro de las empresas familiares multigeneracionales. Desde las expectativas en primera y segunda generación hasta las realidades de gobernanza en tercera generación, aborda temas como:• Gobernanza en empresas familiares• Pertenencia sana en la familia empresaria• Romper el mito de que todos deben trabajar en la empresa• La presión sobre el hijo mayor• Diversidad en familias empresarias multigeneracionales• El principio de la polaridad (legado y evolución)• Consejo de familia, junta directiva y junta de accionistas• Límites saludables en la empresa familiar• Coaching y autoconocimiento como herramientas básicasLisa comparte ejemplos reales de familias en tercera, cuarta y quinta generación, incluyendo la historia de un joven que eligió la música por encima del rol ejecutivo esperado — y cómo una buena gobernanza abrió ese espacio.Las empresas familiares fuertes no se construyen forzando conformidad. Se construyen formando buenos custodios.Suscríbete para más conversaciones sobre legado, identidad y sostenibilidad multigeneracional.________Belonging in a family business should not require self-abandonment.In this episode of Open, Lisa Morel explores the emotional and structural dynamics inside multigenerational family enterprises. From first and second generation expectations to third generation governance realities, she addresses:• Family business governance• Healthy belonging in family enterprises• Breaking the myth that all children must work in the business• The pressure placed on the eldest child• Diversity in multigenerational wealth families• The principle of polarity (legacy AND evolution)• Family councils, boards of directors, and shareholder meetings• Setting healthy boundaries in family-owned businesses• Coaching and self-awareness in family enterprise systemsLisa shares real examples of families navigating third, fourth, and fifth generation complexity — including the story of a young family member who chose music over the expected executive role, and how governance created the space for that choice.Strong family enterprises are not built by forcing conformity. They are built by forming good stewards.If you are part of a family business, a shareholder, a next-generation leader, or a family member questioning your role, this conversation will resonate deeply.Subscribe for more conversations on family enterprise governance, legacy, identity, and multigenerational stewardship.Connect with Lisa:Instagram: https://www.instagram.com/lisammorel/Website: https://www.openwithlisamorel.com/</p>
10 total episodes available
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- What is Family Business Conversations?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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