Beyond the Will: Building Leadership for 100-Year Family Enterprises

What does it take to build a family enterprise that thrives not just for one generation—but for many to come?

In this powerful episode, Mehul Gandhi sits down with Julia Chung, co-founder of Spring Plans and one of Canada’s leading voices in legacy and complex family systems planning. Together, they explore what it means to become a 100-year family—shifting from short-term financial planning to multi-generational leadership and vision.

Julia introduces the concept of cathedral thinking—the idea that legacy isn’t built in quarters, but in centuries. They dive deep into the emotional and structural readiness required to transition a family business, the overlooked power of widows as stewards of legacy, and how advisors can better serve families by listening with courage and curiosity.

Whether you’re a founder preparing to exit, a next-gen family member stepping up, or an advisor guiding HNW families through transition, this conversation will change how you think about legacy.

🔍 Key Topics Covered

• What it means to think in centuries, not quarters
• Emotional vs. structural readiness in family business succession
• Why wills and shareholder agreements are not enough
• The power of women as legacy leaders in family wealth
• Cathedral thinking and long-term family governance
• How advisors can lead with humility and impact

Featured Guest

Julia Chung, FEA, CFP, CLU, TEP
Co-founder, Spring Plans
Mentor, Educator, and Advisor to Canadian Family Enterprises

For more information, visit www.westmountwealth.com or contact us at https://www.westmountwealth.com/contact

This podcast episode has been prepared by Mehul Gandhi, CFP®️, CLU®️, TEP an Estate Planning Specialist and Senior Insurance Advisor for Westmount Wealth Planning Inc. Westmount Wealth Planning Inc. is a subsidiary of Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.

This episode contains the current opinions of the host and guests, and such opinions are subject to change without notice. This material is distributed for informational purposes only and is not intended to provide personalized legal, accounting, tax, or specific investment advice. Please speak to a Westmount Wealth Advisor regarding your unique situation.