How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 7 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.

Secrets of Enterprising Families

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by The Northern Trust Institute

4.6(5 reviews)

12 episodes

Updated Bi-weekly

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality34

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Engagement32

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Podcast Overview

Why are some families successful at building and sustaining their wealth, generation after generation? Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next. In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives. Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years. Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning. Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.

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🇺🇲

Publishing Since

9/30/2024

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality34

Social0

YouTube0

Engagement32

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excellent

Episode Length

34 minutes

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7.9/10

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Every 28 days

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Recent Episodes

September 1, 2025

Building a Legacy through Philanthropy

In the final episode of Secrets of Enterprising Families, we dive into the powerful intersection of philanthropy and legacy. Whether your family is just beginning to think about giving or already has an established foundation, this episode offers rich insight into how values, strategy, and intergenerational collaboration can shape meaningful impact. We’re joined by two dynamic guests; Marguerite Griffin, Head of Philanthropic Advisory at Northern Trust, brings decades of experience helping families align their values and charitable goals. Sid Efromovich, co-founder of Generation Pledge, shares how a new generation of inheritors is reimagining wealth and responsibility. Together, they explore how families can give with intention—and pass down more than just money. In This Episode, You Will Learn:<ul><li>(06:00) Why starting with “why” is essential when embarking on a giving journey</li><li>(09:15) Ways to build intergenerational trust and alignment around legacy and impact</li><li>(14:52) Frameworks for structuring your giving</li><li>(24:01) Key considerations when giving non-cash assets and maximizing tax benefits</li><li>(30:00) Strategies to meaningfully involve family members across generations in charitable planning</li></ul>Want to continue the conversation?<ul><li>More on Northern Trust’s <a href="https://www.northerntrust.com/united-states/institute/five-secrets-of-enterprising-families">Secrets of Enterprising Families</a></li><li>More on <a href="https://www.northerntrust.com/united-states/insights-research/wealth-management/experts/griffin-marguerite">Marguerite Griffin</a></li><li>More on <a href="https://www.generationpledge.org/sid">Sid Efromovich</a></li><li>Reach out to your Northern Trust advisor </li></ul>This marks the final episode in our 11-part series. Thank you for joining us for these vital conversations around wealth, values, and legacy.© 2025 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, IL 60603. Incorporated with limited liability in the U.S. Member FDIC. This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

August 1, 2025

Navigating the Loss of a Loved One

In this episode, we explore the emotional complexities and logistical challenges of managing an estate after the loss of a loved one. Guests Jon Jackson from Northern Trust’s Estate Settlement Group and Heather Nickerson, CEO of Artifcts, share personal stories and professional insights on planning ahead, avoiding common pitfalls and communicating clearly with family. The conversation highlights the importance of both practical steps — like organizing documents and building the right advisory team — and the more human side of legacy, like preserving family stories and navigating grief with intention. In This Episode, You Will Learn:<ul><li>[05:24] The Challenges in Estate Settlement</li><li>[08:00] Practical First Steps to Get Started</li><li>[11:00] Common Pitfalls and How to Avoid Them</li><li>[13:58] The Power of Communication</li><li>[21:19] Passing on Values, Not Just Valuables</li><li>[23:39] Creating the Right Team for You</li></ul>Want to continue the conversation?<ul><li>More on Northern Trust’s <a href="https://www.northerntrust.com/united-states/institute/five-secrets-of-enterprising-families">Secrets of Enterprising Families</a></li><li>More on <a href="https://www.linkedin.com/in/jon-jackson-12831111">Jon Jackson</a></li><li>More on <a href="https://artifcts.com/about">Heather Nickerson</a></li><li>Reach out to your Northern Trust advisor </li></ul>Remember to subscribe to Secrets of Enterprising Families to stay connected as we dive deeper into the strategies that empower families to manage wealth across generations. Don’t miss our next episode, where we’ll focus on building a legacy—how to define it, shape it, and ensure it lasts.

July 1, 2025

Leading with Purpose: Executive Wealth and Retirement Planning

CPA Christian Klaas and estate planning attorney Matt Hochstetler discuss financial planning for high-level executives, including compensation, stock management, and retirement, in an interview that emphasizes early and consistent planning to preserve wealth.

12 total episodes available

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What is Secrets of Enterprising Families?: Why are some families successful at building and sustaining their wealth, generation after generation?

Welcome to Secrets of Enterprising Families, a podcast from The Northern Trust Institute devoted to unlocking the specific strategies that multi-generational families use to transfer their values, wealth and legacy from one generation to the next.

In each episode, hosts Nikè Anani and Eric Czepyha will interview a nationally recognized expert on a different wealth planning topic, from marriage to the arrival of children to specific advice for business owners and corporate executives.

Northern Trust is a leading global financial institution that has helped families navigate the complexities of wealth for more than 130 years.

Nikè Anani is the Director of Next Gen Advisory at Northern Trust, specializing in preparing future generations for wealth ownership. Eric Czepyha is the Director of Business Services at Northern Trust and works with multi-generational business owning families on business transitions and succession planning.

Brought to you by the same team behind The Road to Why podcast, Secrets of Enterprising Families will empower you with strategies to tackle financial challenges in a way that engages each member of your family. Subscribe today.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 7 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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