What happens when a family business faces the question of “what’s next”?

In this conversation, Nicole Romito sits down with Justin Albertson, Vice President of Client Services at The Family Business Consulting Group, to unpack the delicate balance of transitioning a business while preserving family relationships.

Together, they explore why the family side of succession is often more complex than the legal or financial mechanics, and how thoughtful conversations can create alignment across generations. Justin shares real-world examples from successful transitions to tough moments of misalignment, highlighting the importance of open dialogue, clear expectations, and independent third-party guidance.

What to expect in this episode:

• How to start the right conversations around succession and ownership
• Why alignment on family values and expectations matters as much as legal documents
• Lessons from families who navigated transition well and those who struggled
• The role of a “family constitution” in creating clarity across generations

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• info@myprivatevista.com
• 312-831-4370

Connect with Justin Albertson:

• LinkedIn: Justin Albertson
• LinkedIn: The Family Business Consulting Group, Inc.
• The Family Business Consulting Group: Justin Albertson
• jalbertson@thefbcg.com
• 773-372-1349

About Our Guest:

Justin Albertson is the Vice President of Client Services at The Family Business Consulting Group. With more than 20 years of experience in assessment, organizational effectiveness, leadership development, and executive coaching, he partners with families to strengthen relationships and create strategies that align business success with family vision.

What happens when a strategy manager steps off the spreadsheet and into the spotlight? In this uplifting episode, Nicole Romito sits down with Private Vista’s own Michael Im, whose surprising love for performance arts like improv, acting, and choir has quietly shaped his approach to leadership, communication, and empathy in finance.

Michael shares how growing up in a creative Korean American household led him to karaoke nights, improv rooms, and eventually dramatic acting classes in Chicago. But this isn’t just about art. It’s about how performance challenges, emotional vulnerability, and active listening skills transfer powerfully into professional life. Whether it’s running strategic operations or connecting with clients, Michael’s creative lens offers a refreshing take on what it means to be fully human in the finance world.

What to expect in this episode:

• How improv helped Michael build confidence and communication skills
• Why singing in a choir taught him more than just harmony
• The emotional intelligence behind acting and strategic planning
• The value of showing up authentically (even if you’re off-key)

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• info@myprivatevista.com
• Call: 312-831-4370

Connect with Michael Im:

• LinkedIn: Michael Im
• MyPrivateVista.com

About Our Guest:

Michael Im is the Strategy Manager at Private Vista, where he helps streamline operations and empower advisors with more time for their clients. With a background in consulting and operations leadership, Michael also brings a unique creative edge shaped by his lifelong passion for performance arts.

What started as a simple hobby has grown into a source of joy, peace, and connection for one of Private Vista’s Client Service Associates, Sue Bolt.

In this special lifestyle episode, Sue joins host Nicole Romito to share how birdwatching has become a grounding force in her life, from childhood memories with her father to creating new experiences with her grandchildren.

Sue opens up about how this passion deepened during the pandemic, how it serves as a form of mindfulness and mental wellness, and how it’s evolved into meaningful multigenerational bonding. From photographing bald eagles to chasing elusive owls, her story is a reminder that fulfillment isn’t just about finances — it’s about finding purpose in everyday passions.

What to expect in this episode:

• How birdwatching became a multigenerational tradition in Sue’s family
• The mental health benefits of finding peace in nature
• Rare bird sightings that still bring her joy
• Tips for anyone curious about birdwatching
• And more!

Resources:

• Merlin Bird ID

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• info@myprivatevista.com
• Call: 312-831-4370

About Our Guest:

After many years in the banking industry, Sue shifted to wealth management in 2002. She is part of the Customer Service Associate team as well as the main liaison for all Private Vista’s institutional custodians. Sue takes pride in the strong relationships that she has built over the last 20+ years. Through her daily interactions with clients, she does her best to ensure that she is meeting their needs promptly. She also enjoys problem-solving and the many challenges that her job brings her each day.

Sue loves the outdoors! Birds are her passion, both indoor birds and birds in the wild, so she has taken up bird and nature photography in her spare time. The peace and calm that forests bring her as she visits various locations looking for birds is a huge part of her Private Vista. Sue and her husband also very actively attend their grandchildren’s many sporting events and various other activities. The more time she can spend with their three adult children, their spouses, and their nine grandchildren, the better! Her Private Vista for future years is to have more free time to enjoy the outdoors and to be able to follow the grandchildren’s activities, wherever they may take them!