In this powerful episode of Heritage to Horizon, Sandy welcomes back family governance expert Tom Rogerson for a deep and practical conversation on the real reasons families fail to preserve legacy—and how to prevent it.

Tom introduces his renowned “railroad track” analogy to explain the often-overlooked pillars of family success: strong relationships and shared responsibilities. He breaks down the critical role of family meetings, the hidden power dynamics in succession, how to onboard future in-laws effectively, and why most wealth transfer strategies miss the mark.

From tools for understanding leadership styles to creating intergenerational connection through philanthropy, shared values, and intentional decision-making, Tom offers both wisdom and tangible actions families can start today.

🎧 Top takeaway: It’s not the failure to manage money—it’s the failure to stay connected that breaks a legacy.

🔗 Download the slides referenced by Tom here: https://kimptonandco-my.sharepoint.com/:b:/g/personal/hello_kimptonandco_co/EbSQUOmWUXxMpY2P2jRNaMQBwl808J0f9i98-bkpyJmmUA?e=nnNzkf