Strategic Succession: Bridging Governance and Legacy
Succession Is a System, Not a Transaction
Sponsors in this episode
No sponsor reads found in this episode's notes.
Host-read ads that the notes don't mention can't be found this way.
Show notes
In this debut episode of Strategic Succession: Bridging Governance and Legacy, we explore a foundational idea that challenges conventional estate planning: succession is not a transaction — it is a system.
While most families focus on drafting documents, true continuity requires strategic design that integrates governance, advisor coordination, and preparation of the next generation. This episode introduces the framework for understanding why technically sound estate plans often fail and why successful multigenerational planning begins long before any document is signed.
Website: https://www.erskineanderskine.com
LinkedIn: linkedin.com/in/erskineco
Facebook: facebook.com/erskinecompany
Instagram: instagram.com/uniqueestateplans
From the show's RSS feed.