Beyond the Will: Building Leadership for 100-Year Family Enterprises
Julia introduces the concept of cathedral thinking—the idea that legacy isn’t built in quarters, but in centuries. They dive deep into the emotional and structural readiness required to transition a family business, the overlooked power of widows as stewards of legacy, and how advisors can better serve families by listening with courage and curiosity.
Whether you’re a founder preparing to exit, a next-gen family member stepping up, or an advisor guiding HNW families through transition, this conversation will change how you think about legacy.
Key Topics Covered
What it means to think in centuries, not quarters
Emotional vs. structural readiness in family business succession
Why wills and shareholder agreements are not enough
The power of women as legacy leaders in family wealth
Cathedral thinking and long-term family governance
How advisors can lead with humility and impact
This podcast episode has been prepared by Mehul Gandhi, CFP®️, CLU®️, TEP an Estate Planning Specialist and Senior Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
This episode contains the current opinions of the host and guests, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.
