Strategic Succession: Bridging Governance and Legacy

business · EN-US

When wealth includes family businesses, complex real estate, or meaningful collections, traditional estate planning often is not enough. The real challenges are strategy, coordination, governance, and execution across advisors and generations.Strategic Succession: Bridging Governance and Legacy is an AI-hosted podcast built on the written work, experience, and strategic thinking of Matthew F. Erskine, a fourth-generation trusts and estates attorney. The episodes focus on the strategic layer of succession planning and the design work that must happen before legal documents are drafted and implemented.Each episode explores why technically sound estate plans still fail families, how complexity creates paralysis, and how advisors can align governance, ownership, and long-term continuity. Topics include family business succession, wealth governance, preserving control, multigenerational planning, and helping advisors add strategic value without overstepping scope.Designed to feel like a