In this episode, co-hosts Ashka Wirk and James Grieve are joined by Sandy Pollack, founder of Trimaran Advisory Group and author of Don’t Leave a Mess. With more than 25 years of experience advising entrepreneurial families, Sandy takes a deeply values-based approach to legacy, helping clients protect their wealth while creating meaningful plans for the future. She explains why effective succession and estate planning must begin with values and strategy, and how uncovering the human side of wealth brings clarity, reduces conflict, and builds legacies with purpose.