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Secrets of Enterprising Families
The Northern Trust Institute
12 episodes
2 months ago
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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Kids & Family,
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All content for Secrets of Enterprising Families is the property of The Northern Trust Institute and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Kids & Family,
Business,
Parenting
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Building a Legacy through Philanthropy
Secrets of Enterprising Families
39 minutes
2 months ago
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:

  • (06:00) Why starting with “why” is essential when embarking on a giving journey
  • (09:15) Ways to build intergenerational trust and alignment around legacy and impact
  • (14:52) Frameworks for structuring your giving
  • (24:01) Key considerations when giving non-cash assets and maximizing tax benefits
  • (30:00) Strategies to meaningfully involve family members across generations in charitable planning

Want to continue the conversation?

  • More on Northern Trust’s Secrets of Enterprising Families
  • More on Marguerite Griffin
  • More on Sid Efromovich
  • Reach out to your Northern Trust advisor 

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.

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.