Heritage to Horizon

About Heritage to Horizon

This podcast is dedicated to inspiring long-term thinking and fresh perspectives on shaping a meaningful future. Our interview format is designed to be a journey through time and stories, where our speakers explore what lies ahead, the challenges that lay behind and the lessons learned along the way.

Publisher

Kimpton&Co

Category

business · education

Language

en

Explicit

No

First episode

4 Feb 2025

Latest episode

5 May 2026

Latest episodes

19 episodes in the feed.

1. 

   5 May 2026

   The Power of Storytelling: Why Your Story Matters More Than You Think with Kasia Flanagan

   What if the most valuable thing you leave behind isn’t your wealth, but your story? Have you ever wondered how much your family truly knows about you, or what is being lost between generations? In this powerful conversation, Dr. Kasia Flanagan shares why storytelling is one of the most overlooked yet transformative tools for identity, resilience, and legacy. From academic research to deeply personal client experiences, this episode explores how understanding where we come from shapes who we become, and how sharing even the messy parts of our story can heal relationships, strengthen families, and guide future generations. If you want to build a legacy that goes beyond financial wealth and truly impacts generations to come, this episode will give you the perspective and practical insight you didn’t know you needed. [00:00 – 07:30] The Power of Story & Identity Kasia’s background and the founding of Everyday Legacies Research linking family history knowledge to resilience and success How identity is strengthened through understanding where we come from Why stories, not data, create emotional connection and meaning [07:31 – 15:23] Why Your Story Matters (Even If You Think It Doesn’t) Common belief: “My story isn’t important,” and why it’s wrong The concept of being a steward in a generational continuum The risk of undervaluing our own lived experiences What happens when stories are not intentionally passed down [15:24 – 23:06] Storytelling as Transformation How reflecting on your life reshapes self-perception and confidence Real client stories showing emotional breakthroughs through storytelling The healing power of sharing difficult or messy experiences Why honesty, not perfection, is what creates connection [23:07 – 30:12] The Role of Struggle in Legacy Why oscillating narratives, both highs and lows, matter Relatability comes from vulnerability, not polished success Turning life experiences into a toolbox for future generations Examples of how stories guide others through hardship [30:13 – 35:29] Capturing Stories Before It’s Too Late The difference between telling your story and others telling it for you How stories get diluted over time through retelling Why firsthand storytelling creates deeper truth and context The importance of recording stories while you still can [35:30 – 41:26] Legacy Beyond Wealth The concept of intangible assets, such as values, relationships, and beliefs Why financial wealth is only a small part of true legacy The importance of intentional storytelling in family continuity Practical advice on where to start and why professional guidance matters Key Quotes: "Stories are one of the most powerful mediums we have for changing minds and changing hearts." – Kasia Flanagan "Stories are what connect us as humans." – Kasia Flanagan Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Kasia Flanagan! Website: https://www.everydaylegacies.com/ LinkedIn: https://www.linkedin.com/in/kasiarflanagan/

2. 

   21 Apr 2026

   Stewardship vs Ownership: Rethinking Success in Family Business with Ross Buckley

   What does it really mean to “own” something, and is that mindset limiting your legacy? Are you building something for yourself or stewarding something for future generations? What shifts when leaders stop asking “What can I get?” and start asking “What can I grow?” In this episode of Heritage to Horizon, Ross Buckley returns to unpack the distinction between ownership and stewardship with Sandy. Together, they explore how long-term thinking, governance, and intentional leadership shape not only successful businesses but thriving family legacies that endure across generations. If you are part of a family business, building a legacy, or thinking about succession and long-term impact, this conversation will challenge how you think about leadership, responsibility, and the future you are shaping. [00:00 - 04:00] From Ownership to Stewardship Thinking Stewardship means leaving something better than you found it Ownership focuses on control, while stewardship focuses on responsibility Long-term sustainability becomes the central lens for decision-making [04:01 - 07:59 The Maturity Shift in Family Businesses Transitioning from owner to steward requires a mindset shift Governance introduces accountability beyond personal interest True leadership considers future generations, not just current gains [08:00 - 12:23] The Risks of Short-Term Thinking “It is mine to do as I please” can damage legacy and relationships Lack of foresight can lead to irreversible decisions such as selling too early Long-term consequences must outweigh short-term wins [12:24 - 16:45] Contribution vs Extraction Mindset Leaders who ask “What can I contribute?” create lasting value Extraction-driven thinking leads to poor behaviours and outcomes Strong governance aligns purpose, values, and accountability [16:46 - 21:04] Building Multi-Generational Success Stewardship supports continuity across generations Strong family brands are built on values, reputation, and consistency Success includes relationships, not just financial performance [21:05 - 31:39] Preparing the Next Generation Successors must earn their place through merit, not entitlement Development, exposure, and external experience are critical Mentorship and structured support accelerate leadership readiness Key Quotes: "Stewardship to me is all about, when you take on something and take a responsibility for something, you leave it in a better condition than it was when you started with it." – Ross Buckley "Family businesses love talking to other family businesses." - Ross Buckley Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Ross Buckley! LinkedIn: https://www.linkedin.com/in/ross-buckley-75791129/

3. 

   7 Apr 2026

   The Power of Giving: Building Legacy and Connection Through Philanthropy with Deborah Goldstein

   In this episode of Heritage to Horizon, Sandy Kimpton is joined by Deborah Goldstein of Enlightened Philanthropy for a conversation about giving as a powerful tool for family connection, leadership, and shared purpose. Deborah shares a broader view of philanthropy, one that goes far beyond financial giving to include time, talent, networks, and advocacy. Together, she and Sandy explore how families can use philanthropy not only to create meaningful impact in the world, but also to strengthen trust, develop rising-generation leadership, and build habits of shared decision-making across generations. This is a thoughtful and expansive conversation about generosity, legacy, and the many ways giving can shape both families and the communities they care about. [00:00 - 06:00] Redefining Philanthropy: More Than Money Philanthropy includes time, talent, relationships, and voice Root meaning centres on love of humankind and everyday acts of kindness Anyone can participate regardless of financial position Giving from areas of abundance creates deeper fulfilment [06:01 - 12:017] Family Philanthropy as a Unifying Force Families often discover more shared values than expected Structured conversations uncover alignment and reduce conflict Focusing on common ground strengthens the connection Philanthropy creates a space for collaboration [12:18 - 20:23] Decision-Making, Trust, and Collective Impact Families can decide through conversation rather than competition Contribution from all members increases engagement A low-pressure environment to practise decision-making together Builds trust and shared experience over time [20:24 - 28:56] Developing Leadership Across Generations Children gain leadership skills through real participation The rising generation can learn through gradual involvement Encourages communication, confidence, and critical thinking Family members begin to relate as equals [28:57 - 36:14] The Five T’s of Philanthropy in Action Treasure, time, talent, ties, and testimony expand how we give Personal values can guide meaningful philanthropic experiences Giving can reconnect people with passions and purpose Experiences create a deeper and more lasting impact [36:15 - 50:44] Overcoming Barriers and Taking the First Step Common challenges include overwhelm and too many choices Many people underestimate how much they already give Tracking current giving builds awareness Clarifying values helps guide future decisions Key Quotes: "Philanthropy means love of humankind and even the simplest acts of kindness could be considered philanthropy." – Deborah Goldstein "We look at the places where we feel like we have more than enough and give from those places." – Deborah Goldstein Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Deborah Goldstein! Website: https://www.enlightenedphilanthropy.com/ LinkedIn: https://www.linkedin.com/in/deborah-goldstein-48b31119/

4. 

   24 Mar 2026

   Building Legacy and Success Through Family Governance with Ross Buckley

   What does governance really mean beyond boardrooms and corporate jargon? Families often face the challenge of balancing business success with long-term relationships and legacy, while also navigating what happens when growth begins to outpace structure in a family enterprise. In this episode of Heritage to Horizon, Sandy Kimpton sits down with governance expert Ross Buckley to unpack the true role of governance across businesses, families, and legacy planning. From practical frameworks to real-world family business dynamics, this conversation explores how intentional structures can support both commercial success and meaningful family connection across generations. If you're part of a family business or thinking about the future of your family’s legacy, this episode offers practical insights and powerful perspective shifts to help you build something that lasts. [00:00 - 04:32] What Governance Really Means Governance is about oversight, foresight, insight, and hindsight The “road trip” analogy: board vs management roles clearly defined Core responsibilities include strategy, risk, reporting, and accountability Governance applies across all organisations—schools, charities, and corporations alike [04:31 - 07:59] Governance in Family Businesses: The Nuance Family businesses require more structure as they scale Introduction of independent directors adds objectivity and discipline Shift from operational focus to long-term vision and legacy thinking Importance of separating family roles from governance responsibilities [08:00 - 12:00] Family Governance vs Business Governance Family governance focuses on the “why” behind the enterprise Family councils help plan for multi-generational involvement Lack of structure can lead to missed opportunities (e.g. next-gen ownership) Creating space for future voices and long-term alignment is critical [12:16 - 17:02] Developing the Next Generation Future leaders must be developed—not entitled to roles Exposure to education, external experience, and governance builds capability Encouraging entrepreneurial thinking within the family (e.g. new ventures) Governance structures can double as learning environments for younger members [17:03 - 20:01] Balancing Formality and Family Connection Too much informality can create risk, confusion, and inequality Formal governance provides clarity, documentation, and fairness Communication must be consistent across all family members Intentionality is key—governance is ultimately about being deliberate, not corporate [21:00 - 28:58] When and How to Introduce Governance Signals for change: growth, complexity, debt, or stakeholder expansion Start small: bring in trusted advisors before formal boards Learn from other family businesses and leverage external expertise The ultimate question: What legacy do you want to leave behind? Key Quotes: "Governance is all about providing oversight, foresight, insight and a bit of hindsight." - Ross Buckley "Families have a lot of informal discussions, but it’s really important to have open discussions in a more formal setting to be clear on expectations and options." Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Ross Buckley! LinkedIn: https://www.linkedin.com/in/ross-buckley-75791129/

5. 

   10 Mar 2026

   Knowing Your Heritage Matters: How Your Family Story Shapes Your Identity with Kasia Flanagan

   Our family stories shape us more than we realise — influencing resilience, identity, and purpose across generations. Without capturing those stories, the wisdom and perspective they hold can fade with time. In this powerful conversation, Sandy sits down with historian and founder of Everyday Legacies, Kasia Flanagan, to explore why heritage is not just sentimental. It is foundational. Together, they unpack the research behind family storytelling, how identity is formed across generations, and why intangible assets like values, voice, and lived experience are just as important as financial ones. This episode is a compelling reminder that legacy is built through intentionality and that knowing your story, may be one of the most powerful tools for family flourishing. [00:01 – 06:45] The Power of Story in Shaping Identity Kasia’s grandparents’ resilience anchored her during deep self-doubt Family stories shift focus beyond individual success or failure We gain strength from belonging to something larger Identity develops through generational connection [06:45 – 12:30] The Research Behind Intergenerational Resilience Knowing family history strengthens resilience and well-being Origin stories improve emotional regulation and relationships An intergenerational sense of self builds confidence Identity gaps affect adults as well as children [12:30 – 18:45] Why Struggle Stories Matter More Than Success Stories Resilience is formed through challenge, not comfort People relate to the climb, not perfection Sharing vulnerability normalises hardship Overcoming adversity builds belief in what is possible [18:45 – 25:30] Wealth, Purpose, and the Rising Generation Affluence without context can create identity uncertainty Stories clarify expectations and shared purpose Reflection strengthens leadership at home and in business Capturing stories reshapes how founders see their legacy [25:30 – 33:45] Why Documentation Matters Children absorb partial stories, not the full narrative Memory shifts over time without preservation Intangible assets require intentional structure Collective storytelling deepens belonging [33:45 – 38:30] Protecting Intangible Assets with Intention Wisdom, values, and voice are equal to financial assets Most people prioritise passing on values over money Identity is foundational to long-term happiness Legacy must be designed, not left to chance Key Quotes: “You have to be just as intentional about the intangibles as you are about the tangibles.” - Kasia Flanagan "It’s difficult to know who you are unless you know where you come from." - Kasia Flanagan Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Kasia Flanagan! Website: https://www.everydaylegacies.com/ LinkedIn: https://www.linkedin.com/in/kasiarflanagan/

6. 

   17 Feb 2026

   Governance Beyond the Boardroom: Building Stronger Families and Enterprises with Mark Banicevich

   Are we thinking long-term enough about our families and businesses? In this episode of Heritage to Horizon, Sandy Kimpton speaks with seasoned financial services leader Mark Banicevich about what governance really means beyond the boardroom. Together, they explore how intentional planning, risk awareness, and independent thinking can strengthen both businesses and families. This is a conversation about clarity, preparation, and creating a future where relationships flourish alongside commercial success. If you want practical insights into building alignment, resilience, and long-term direction for your family and enterprise, this episode offers a grounded and thoughtful perspective on governance done well. [00:01 - 07:30] Mark’s Governance Journey and Early Lessons How restructuring a martial arts organisation sparked Mark’s interest in governance The frustration of operational discussions at the board level Moving from traditional committee structures to strategic governance Lessons learned from interviewing over 130 governance experts [07:30 - 15:00] What Governance Really Means for Families Moving governance beyond formal boardrooms into family life The distinction between business governance and family governance Why succession is not about forcing children into the business Focusing on values, behaviours, and long-term family alignment [15:00 - 23:30] Intentional Planning, Risk, and Family Conversations Lifting your head above daily operations to think strategically Governance as goal setting and risk management Preparing for unexpected events such as illness or disruption Creating open conversations around finances, priorities, and future plans [23:30 - 32:30] The Role of Independent Advisors and Governance Structure The value of objectivity, expertise, and independence Recognising blind spots within close family systems The importance of agendas and structured meetings Avoiding re-litigating decisions by documenting outcomes [32:30 - 41:00] Governance Education, Responsibilities, and Key Takeaways Understanding director duties and governance liabilities The risks within school boards and not-for-profit governance The importance of governance education at all levels Final reflections on intentional family governance and seeking expertise Key Quotes: "Governance in the family, take some time to intentionally think about it and do it." - Mark Banicevich "Good governance sets businesses up for success." - Mark Banicevich Connect with Sandy Kimpton! Website:https://kimptonandco.co/ LinkedIn: https://www.linkedin.com/in/sandy-kimpton-09268913/ Connect with Mark Banicevich! Podcast: https://governancebites.buzzsprout.com/ LinkedIn: https://www.linkedin.com/in/mbanicevich/

7. 

   10 Jun 2025

   Legacy Documents featuring Rick Shera

   Rick Shera, a partner at Lowndes Jordan, examines the crucial role of trusts in shaping family legacies and preventing intergenerational conflict in a conversation with Sandy, emphasizing the need for clarity and shared purpose; this is an interview.

8. 

   5 Jun 2025

   Family Leadership featuring Tom Rogerson

   Tom Rogerson of GenLeg discusses with Sandy why preparing families for wealth proves more important than preparing wealth for families, emphasizing communication and shared decision-making in this interview.

9. 

   21 May 2025

   Family Governance featuring Tom Rogerson

   In this powerful episode of Heritage to Horizon, Sandi welcomes back family governance expert Tom Rogerson for a deep and practical conversation on the real reasons families fail to preserve legacy—and how to prevent it. Tom introduces his renowned “railroad track” analogy to explain the often-overlooked pillars of family success: strong relationships and shared responsibilities. He breaks down the critical role of family meetings, the hidden power dynamics in succession, how to onboard future in-laws effectively, and why most wealth transfer strategies miss the mark. From tools for understanding leadership styles to creating intergenerational connection through philanthropy, shared values, and intentional decision-making, Tom offers both wisdom and tangible actions families can start today. 🎧 Top takeaway: It’s not the failure to manage money—it’s the failure to stay connected that breaks a legacy. 🔗 Download the slides referenced by Tom here: https://kimptonandco-my.sharepoint.com/:b:/g/personal/hello_kimptonandco_co/EbSQUOmWUXxMpY2P2jRNaMQBwl808J0f9i98-bkpyJmmUA?e=nnNzkf

10. 

    13 May 2025

    The Power of Storytelling, featuring Robert Tighe

    What does it mean to truly capture a family legacy? In this heartfelt episode, Sandy sits down with writer and ghostwriter Robert Tighe to explore the transformational power of storytelling—both in business and at home. From growing up on a dairy farm in Ireland to working with world-class athletes and entrepreneurs in New Zealand, Robert shares how documenting personal and family histories helps preserve values, foster connection, and shape identity across generations. Whether you're thinking about writing a memoir, recording family stories, or just curious about what makes a life worth remembering, this conversation will leave you inspired to start.

11. 

    1 Apr 2025

    Wealth - What is it anyway? Featuring Joy Shivas

    Join us in this enriching episode of Heritage to Horizon, where we delve into the multifaceted concept of wealth beyond the conventional monetary perspective. Our guest, Joy Shivas, shares her insightful journey from the bustling life in the United States back to her roots in New Zealand, exploring the profound differences in wealth perception and what truly constitutes a wealthy life. Discover how experiences, well-being, and personal connections play pivotal roles in defining our riches. This episode promises to challenge your views on wealth, urging a re-evaluation of what it means to be truly prosperous in life and legacy.

12. 

    25 Mar 2025

    Community & Connectedness featuring Beth Gervase

    A leadership coach and organizational anthropologist, Beth shares her unique insights on building resilient, supportive communities within organizations and beyond. From her personal journey of seeking community to the impactful ways in which we can foster interconnectedness at work and in our personal lives, this conversation unveils the profound impact of genuine relationships on our well-being and success. Join us as we explore why thriving together is not just about being in the same space but about creating spaces of trust, mutual support, and true belonging. Whether you're feeling disconnected or looking to deepen your community ties, this episode offers valuable perspectives and practical advice to enhance your connected life. Tune in to rediscover the power of community and learn how small, intentional actions can create a ripple effect of positive change.

13. 

    18 Mar 2025

    Gratitude: Thriving in Life & Relationships featuring Sheree Hannah

    A dive deep into the transformative power of gratitude with Sheree Hannah from Sheree Hannah Wellness. In this episode, Sheree shares her expert insights on holistic wellness, revealing how gratitude significantly enhances our mental and physical well-being. Discover the science behind gratitude, including its ability to reduce inflammation, improve immune response, and even lower the risk of heart disease. Learn practical strategies for integrating gratitude into daily life, fostering resilience, and cultivating a growth mindset. Whether you're seeking to enhance personal relationships or boost professional productivity, this discussion provides actionable tips and profound wisdom on making gratitude a life-changing practice. Tune in to empower your journey towards a more fulfilled and joyful life.

14. 

    11 Mar 2025

    Forging Your Own Path featuring Elina Lechtchinski

    Join us as we sit down with Elina Lechtchinski, who shares her compelling story of moving to New Zealand at a young age and her parents rising through challenges to become one of the country’s top real estate agents and a successful property developer. In this conversation, Elina delves into the values instilled by her family, the significance of hard work, and the importance of creating one's identity in the face of adversity. Discover how Elina's journey of self-discovery and resilience has shaped her approach to business and life, providing insights into the power of personal history in forging a successful future.

15. 

    4 Mar 2025

    Purpose and Success featuring Antony Elliot

    This week, our host Sandy is joined by Antony Elliot, known affectionately as Antz, who shares his compelling journey from unexpected fatherhood to reshaping his family business amidst personal and professional upheaval. Delve into a conversation that covers the highs and lows of pursuing success, the pivotal moments that redefine our life's goals, and the profound impact of personal relationships on our definitions of achievement. Antony's story offers a raw and real perspective on balancing life's challenges with ambition, highlighting the essential role of purpose in navigating the journey to personal fulfilment and legacy building. Whether you're reevaluating your own goals or seeking inspiration to overcome obstacles, this episode promises valuable insights and the encouragement to think long-term.

16. 

    25 Feb 2025

    Silence Isn't Always Golden featuring Emma Kilpatrick

    Sandy and Emma, the Event Centre Manager at Akarana Hyundai Marine Sports Centre, delve into the critical topic of family communication. Emma shares insights on how families can strengthen their bonds by consciously engaging in meaningful conversations about values, expectations, and the attributes they hope to see in future generations. Emma underscores the challenges many families face in finding time for these important discussions amidst the hustle of daily life, using personal anecdotes to illustrate how easy it is to get caught up in routine interactions that focus on logistics rather than deeper connections. She offers practical advice for families to initiate and sustain conversations that not only outline expectations but also foster understanding and cohesion among family members. Listeners will learn about the significance of identifying and expressing core family values and how these conversations can prevent misunderstandings and conflicts, particularly during transitional life events. Emma also emphasises the importance of equipping children with the skills to express themselves and resolve conflicts, noting that these abilities are crucial for personal and family growth. This episode serves as a reminder of the profound impact that intentional communication can have on strengthening family ties and ensuring that core values are passed down through generations, making it a must-listen for anyone looking to deepen their family relationships and create a lasting legacy.

17. 

    18 Feb 2025

    Preserving Your Story to Guide the Future featuring Kasia Flanagan

    Join us in Episode 3 of "Heritage to Horizon" as we explore the power of storytelling in legacy preservation with Kasia Flanagan. With her unique insights as a historian and entrepreneur, Kasia discusses the transformative impact of documenting family stories on personal identity and multigenerational connections. Discover how qualitative capital—our values, beliefs, and personal histories—plays a crucial role alongside financial inheritance in building lasting legacies. This episode offers a profound look at how preserving family narratives can guide future generations, fostering resilience and a deeper understanding of one's heritage.

18. 

    10 Feb 2025

    Crafting Legacies with Kevin Simms

    In this inspiring episode of Heritage to Horizon, Sandi is joined by Kevin Sims, a behind-the-scenes master of presentation speaking. Kevin interviews Sandy as she shares her personal and professional journey, highlighting the transformative period of recovery following a major spinal surgery that led her to reevaluate her life's purpose. This episode delves into the profound impact of blending personal values with professional endeavours and how this integration is essential for building sustainable legacies. Sandy discusses the importance of human capital in family enterprises and her role as an "Intergenerational Conductor," facilitating conversations that bridge multiple generations. The discussion also covers the challenges and rewards of aligning family values with business practices to ensure that personal legacies and family enterprises not only survive but thrive across generations.

19. 

    4 Feb 2025

    Beginning the Journey, featuring Nicky Tuck

    In our very first episode Sandy introduces the reasons behind creating the podcast and has a quick chat with Nicky Tuck, the GM at Akarana Marine Sports Charitable Trust who have helped make recording possible through their generosity in lending space at the Hyundai Marine Sport Centre. Nicky reflects their mission to provide safe pathways to the sea for all and to connect our community to a more fun, active lifestyle, as well as their goals to provide a safe, accessible environment in which our people can explore some of NZ’s most valuable taonga (treasure) — our moana (sea) and our whenua (land). Actively promoting non-profit water safety education and recreation opportunities, and building stronger community connections via their inclusive marine-based multi-sport facility.

Podcast Authority Score: 30 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

0

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