In this episode of Heritage to Horizon, Sandy sits down with Tom Rogerson of GenLeg (Generation Legacy) to explore why preparing the family for wealth matters more than preparing wealth for the family. Drawing from both professional insight and deeply personal experience, Tom shares powerful stories and practical strategies for building interdependence, emotional resilience, and long-term family unity across generations.

Discover why wealth often unravels not because of poor planning, but because families grow apart—and how intentional communication, shared decision-making, and legacy-minded leadership can keep them connected. From dinner-table dynamics to family retreats and governance models, this episode offers a compelling blueprint for those seeking to turn financial success into generational strength.