Beyond the Will: Building Leadership for 100-Year Family Enterprises
What does it take to build a family enterprise that thrives not just for one generation—but for many to come?
In this powerful episode, Mehul Gandhi sits down with Julia Chung, co-founder of Spring Plans and one of Canada’s leading voices in legacy and complex family systems planning. Together, they explore what it means to become a 100-year family—shifting from short-term financial planning to multi-generational leadership and vision.
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.