This episode features a conversation with Laird Norton CEO Brian McGuigan, who reflects on stepping into a family legacy as an outsider, offering strategies for leading with continuity, clarity, and respect for tradition. In addition, we chat with David Weekley, founder of now-second-generation David Weekley Homes. He outlines his mission-driven ownership model — splitting equity among family, employees, and a charitable trust — to foster shared purpose and reduce the pitfalls of inherited wealth. This episode also features part 2 of our conversation with Jason Diestel, Heidi Diestel Orrock and Jared Orrock, fourth-generation leaders of Diestel Family Ranch. They share how they lean on adaptability, not hierarchy, to lead through crisis and generational change.

Support for this episode comes from Wharton Executive Education. Through world-class faculty and real-world application, Wharton’s Wealth Management and Family Office Programs offer participants a deep dive into the sophisticated financial concepts paramount to family office management. Learn more at whartonfamilywealth.com

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