LeaderImpact Podcast - Ep. 111 - Trudy Pelletier - Families, Wealth, And The Conversations That Matter
Money is rarely the hardest part of succession planning. The hardest part is what money changes inside a family: identity, belonging, power, and the old hurts nobody wants to name. Trudy Pelletier of the Family Stewardship Group talks about what really happens when families turn toward continuity, wealth transfer, and multi-generational planning and why the relationships at the center can get complicated fast.We dig into practical family governance ideas like shared purpose, clear decision-making processes, and rebuilding trust without blowing up the planning already underway with advisors…
The skinny
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