Strategic Succession: Bridging Governance and Legacy
When Heirs Inherit Assets They Don’t Understand
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Show notes
Transferring an asset is not the same thing as preparing someone to own it.
Episode 25 explores what happens when heirs receive businesses, collections, real estate, trusts, and other complex assets they do not fully understand. This episode examines why education, context, advisor continuity, and clear governance should begin before the transfer, giving the next generation not only ownership, but the knowledge and structure needed to steward what they inherit.
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