Podcast Episodes
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The Most Common Will Mistakes and How They Change Outcomes
Small mistakes in a will can produce much larger consequences than families expect. Episode 12 of Strategic Succession: Bridging Governance and Legac…
2 months, 1 week ago
Most Estate Plans Fail Because the Pieces Aren’t Aligned
A will can be well drafted, a trust can be valid, and the plan can still fail. Episode 11 explores one of the most common reasons estate plans break …
2 months, 2 weeks ago
A Real-World Strategic Succession Case Study
Succession planning becomes much clearer when you can see how all the pieces interact in a real family system. Episode 10 brings the opening arc of t…
2 months, 3 weeks ago
Overcoming Complexity Paralysis
Complexity becomes most dangerous when it stops families from moving at all. This episode explores the problem of complexity paralysis — the point at…
3 months, 1 week ago
From Ownership to Stewardship
Wealth can be transferred legally in a moment. Stewardship takes far longer to build. This episode explores the difference between ownership and stew…
3 months, 2 weeks ago
Strategic Planning for Illiquid and Unique Assets
Some of the hardest succession problems are not caused by people. They are caused by the assets themselves. This episode explores why family business…
3 months, 3 weeks ago
Preserving Control While Planning for Transition
Letting go of control is rarely a technical problem. More often, it is the emotional center of the entire succession process. Today's episode explore…
3 months, 4 weeks ago
The Independent Strategic Advisor’s Role
Complex families often have no shortage of advisors. What they lack is someone responsible for the architecture of the whole plan. Today's episode ex…
4 months ago
Coordinating the Advisors: Closing the Service Gap
Even the best advisors can unintentionally create problems when they work in isolation. In episode 4, we explore why many succession plans fail not b…
4 months ago
Designing Governance for Multigenerational Continuity
Wealth rarely disappears because of taxes alone. More often, it disappears because families never build the decision-making structures needed to man…
4 months, 1 week ago