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Safe Space with Francesco Lombardo

Navigating the Emotional Terrain of Family Wealth with Felicia Heng

Aug 8, 2023

Join Francesco Lombardo for this week's Safe Space as he speaks with Felicia Heng, founder and managing director of Wise Purpose, a boutique consulting firm specializing in family wealth advisory, leadership coaching, and next-generation succession.

Felicia shares her diverse expertise in psychology, investments, and...

Leading with Legacy: Family Business Success and Evolution with Julie Charlestein

Aug 1, 2023

Join Francesco Lombardo for this week's Safe Space as he speaks with Julie Charlestein, a fourth-generation President and CEO with Premier Dental.

Julie shares the inspiring journey of the business, which started with her grandfather, Julius Charlestein, who was a dental instrument sharpener and eventually evolved into...