Succession Is a System, Not a Transaction

from Strategic Succession: Bridging Governance and Legacy · host Matthew Erskine

In this debut episode of Strategic Succession: Bridging Governance and Legacy, we explore a foundational idea that challenges conventional estate planning: succession is not a transaction — it is a system. While most families focus on drafting documents, true continuity requires strategic design that integrates governance, advisor coordination, and preparation of the next generation. This episode introduces the framework for understanding why technically sound estate plans often fail and why successful multigenerational planning begins long before any document is signed. Website: https://www.erskineanderskine.com LinkedIn: linkedin.com/in/erskineco Facebook: facebook.com/erskinecompany Instagram: instagram.com/uniqueestateplans

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This episode was published on March 26, 2026.

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