Legacy Builders: Strategies for Building Successful Family Enterprises

Reframing the Family Story: From Inherited Trauma to Generational Triumph


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In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises.

Throughout the conversation, Ruschelle highlights the significant impact of uncovering and transforming inherited patterns on both individual well-being and family business performance. She stresses the value of integrating health psychology principles into wealth management strategies, ensuring all family members feel empowered. Ruschelle also touches on the need for families to approach wealth-related issues with a balance of pragmatism and emotional intelligence, seeking outcomes that preserve financial legacy while promoting personal fulfillment across generations.

About Ruschelle Khanna

Ruschelle Khanna has spent over 20 years working at the intersection of family therapy, health psychology, and wealth. A licensed therapist, family advisor and executive coach for women, she brings decades of experience to helping people seize the power of their own ability to heal. 

She has guided successful families and high-performing individuals in overcoming the challenges of chronic illness, preserving a legacy, and passing on generational wealth. Ruschelle currently hosts masterminds for women focused on stewardship, mindfulness, and overcoming ancestral trauma.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. 

  • Website: BeaconFamilyOffice.com
  • LinkedIn: Cory Gagnon
  • LinkedIn: Beacon Family Office
  • Email: [email protected]

Contact Ruschelle Khanna | Ruschelle Khanna, LCSW PLLC: 

  • Website: lifestyleforlegacy.com
  • LinkedIn: Ruschelle Khanna
  • Email: [email protected]
  • Phone: (212) 748-9301

We're bringing together leading experts to tackle some of the most pressing challenges facing family businesses today—from succession planning and governance structures to preparing the next generation for leadership roles. You'll walk away with actionable strategies and fresh perspectives on building resilient family enterprises.

Haven't caught one of our webcasts yet? No problem. All previous sessions are archived and ready to stream whenever you're ready to dive in. Simply head over to legacybuilderswebcast.com to register for our upcoming session or explore our growing library of past conversations.

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Legacy Builders: Strategies for Building Successful Family EnterprisesBy Cory Gagnon