Richard Wolkowitz, founder advising families on generational continuity; Susan Schoenfeld, former trust lawyer and CPA focused on legacy and stewardship; Bill McLean, adviser on ownership transitions; Jennifer Strom, consultant on family dynamics and decision-making; Mark Tepsich, UBS advisor on building family offices. They discuss why governance matters, how the process beats the paper, engaging multiple generations, handling hard conversations, and keeping governance practical and reviewable.
