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Why 97% of Family Businesses Fail (And How to Be the 3%)
16th December 2025
Dr. Jeremy Lurey, organizational psychologist and founder of Family Legacy First, reveals why only 3% of family businesses reach the fourth generation—and it's not about money. Through real client stories, he exposes the communication breakdowns, succession paralysis, and sibling rivalries that destroy more legacies than any market crash. Dr. Lurey explains why 87% of business owners never actually discuss wealth with their children, how to conduct family retreats that preserve harmony, and the governance structures that distinguish "equal" from "fair" when navigating generational transitions, business divorces, and the emotional complexity of wealth transfer.
Why Half the Stock Market Disappeared (And Where Smart Money Is Going Instead)
3rd December 2025
Jeff Carnrite, partner at Carnrite Ventures, reveals why venture capital has become essential for wealth building. As the number of public companies shrinks, the number of private opportunities is expanding. He explores why careful selection is essential in the current environment. The firm's "fund size as strategy" approach to early-stage investing explains how to evaluate venture performance, using top-quartile benchmarks, and details breakthrough investments from a $10 billion biotech revolutionizing genetics to energy storage solutions powering the AI infrastructure boom.
Risk Awareness, Resilient Outcomes: A Modern Look at Insurance
3rd November 2025
Carol Sherron, SVP, a Zone Client Advisory Leader for Marsh McLennan Agency’s Private Client Services business shares how affluent families can protect their wealth through comprehensive risk management. She discusses common insurance gaps that leave even successful families exposed, the rising impact of natural disasters on the industry, and why specialized advisory services go far beyond traditional coverage to safeguard multi-generational legacies.
From Small-Town Texas to Venture Capital: How This Investor Is Powering Women-Led Success Stories
29th October 2025
Carrie Colbert, Founding and Managing Partner at Curate Capital, shares her journey from a small Texas town to building a differentiated venture capital fund that invests in proven, revenue-generating, women-led companies. She discusses how her philosophy of betting on yourself, and investing in businesses ready to scale, has helped redefine what success looks like in venture capital.
Wall Street to Main Street: A Vision for Smarter Investing
25th September 2025
Erkko Etula, CEO and co-founder of Brooklyn Investment Group, joins the Legacy Lounge to share his journey from Goldman Sachs to building a firm dedicated to empowering advisors. He reveals how innovation, index investing, and technology are reshaping wealth management and giving advisors back their most valuable asset, time.
Mentorship That Lasts: From Boss to Business Partner to Trusted Advisor
9th June 2025
In this episode of The Legacy Lounge, Deborah Stavis sits down with her longtime mentor, and former boss, Ed Berube to explore what real mentorship looks like.
Unlocking the Power of Private Markets, Thematic Investing, and Long-Term Thinking
12th May 2025
In this episode of the Stavis Wealth Legacy Lounge, Deborah Stavis sits down with Christopher Zook, Founder, Chairman, and CIO of CAZ Investments.
Why Our New CIO is Re-Engineering Investment Strategy
9th April 2025
In this episode of the Legacy Lounge, we sit down with Samir Sinha, CFA®, our new Chief Investment Officer.