Episode 33: Creating Lasting Family Legacy Through Effective Governance and Communication

R. Adam Smith hosts an insightful panel discussion with three renowned family business experts: Jason Ma (CEO of ThreeEQ), Emily Bouchard (family wealth transition specialist), and Chelsea Toler (next-gen researcher and Logictry co-founder). This dynamic conversation explores the tensions between generational approaches to family investment, entrepreneurship, and governance. The panelists share practical strategies for fostering effective communication between generations, creating meaningful legacy, and developing sustainable family governance structures. Drawing from their diverse backgrounds working with family enterprises, they offer valuable insights on balancing traditional wealth preservation with next-generation innovation while maintaining family harmony across generations.