How to Protect Your Family's Wealth & Legacy Before It's Too Late

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How to Protect Your Family's Wealth & Legacy Before It's Too Late

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Most families don't lose their wealth because they made bad investments. They lose it because nobody prepared the people who were supposed to carry it forward.

Stacey Chillemi sits down with Susan Lindeque — Founder of Avestix Multi Family Office and former Global CFO with over $1 billion in structured transactions — to walk you through exactly what families need to do right now to protect what they've built.

💥 Why the "Succession Gap" is quietly threatening family wealth everywhere
🤖 How AI, digital assets & cybersecurity risks are rewriting the rules — and what your family must do about it
🔐 Why money alone will never be enough to protect the next generation
💬 What healthy succession really looks like — the human side nobody talks about
🚀 Practical steps you can take today to start the right conversations and build a real plan

This is the episode that gives your family the clarity, tools, and confidence to face the future — together.

Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com

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