Heritage to Horizon
Heritage to Horizon
Podcast Description
This podcast is dedicated to inspiring long-term thinking and fresh perspectives on shaping a meaningful future. Our interview format is designed to be a journey through time and stories, where our speakers explore what lies ahead, the challenges that lay behind and the lessons learned along the way.
Podcast Insights
Content Themes
The podcast explores themes of legacy, personal growth, and intergenerational connections, with specific episodes addressing topics like the impact of family communication on relationships, the significance of storytelling for identity, and the blending of personal values with professional ambitions, as demonstrated in episodes featuring guests like Antony Elliot and Emma Kilpatrick.
This podcast is dedicated to inspiring long-term thinking and fresh perspectives on shaping a meaningful future. Our interview format is designed to be a journey through time and stories, where our speakers explore what lies ahead, the challenges that lay behind and the lessons learned along the way.
What happens when decades of hard work and accumulated wealth aren’t matched by well-considered legal and family planning? In this powerful episode, Sandy sits down with Rick Shera—partner at Lowndes Jordan and seasoned legal advisor with over 25 years’ experience—to unpack the real role trusts should play in shaping a family legacy.
They explore what makes a trust truly “enlightened,” how to prevent intergenerational fallout, and why documents alone aren’t enough. Together, they dive deep into the tension between tradition and modern governance, the importance of intergenerational conversations, and how families can future-proof their legacy with clarity, structure, and shared purpose.
Whether you’re a founder, trustee, or next-gen family member, this episode will challenge you to think beyond compliance—and towards connection.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.