In the first episode of Generations: The Family Wealth Podcast, Peter Leggett and Mark O’Leary dive deep into what truly sustains family wealth across generations, and it’s not just money.

They explore the human side of wealth: communication, shared values, stewardship, and the importance of intentional conversations that shape lasting legacies. Drawing on decades of experience advising multi-generational families, Peter and Mark share powerful stories, practical frameworks, and timeless insights on how to preserve not only assets, but also the wisdom and unity that define enduring family success.

Key takeaways from the conversation

Why values and vision matter more than balance sheets
The common pitfalls families face in wealth transition
How open communication prevents generational conflict
The role of stewardship in protecting and growing legacy wealth

Whether you’re a first-generation wealth creator, a next-gen steward, or simply curious about the dynamics of family succession, this episode offers real-world guidance and inspiration to help you build something that lasts far beyond your lifetime.

General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.