Episode Details

Vicki Ammundsen didn’t become one of New Zealand’s most sought-after trust and tax lawyers by playing it safe. She’s spent decades helping founders, families, and advisors navigate the uncomfortable questions most people avoid—until it’s too late.

In this episode, we explore the hidden cracks in succession planning, the emotional blind spots that derail even the best-laid legacies, and why giving your kids shares in the family business might be the worst gift of all. Vicki shares the patterns she’s seen behind high-stakes exits, multi-generational wealth plans, and business transitions that either protect the founder’s vision — or slowly unravel it.

Whether you’re planning to step back or just starting to build something worth passing on, this conversation is a wake-up call to plan with clarity, intention, and courage.

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