
The Elder Speaks Last: Rethinking Leadership and Legacy Across Generations
In this episode, we’re joined by Mitchell Spearman, Director of Strategic Partnerships at Winn Family Foundation Inc. An attorney by training, Mitchell has spent over 20 years working with ultra-high-net-worth families, helping connect their philanthropic goals with opportunities in education and research. His experience includes securing over $500 million in philanthropic commitments across four continents, including a $100 million investment involving three generations of one family. Our conversation looks at how families develop shared values, prepare future leaders, and create opportunities for each generation to participate in shaping the family's future. Mitchell also addresses the importance of understanding what the next generation wants for itself. Family members may have different expectations about their involvement, responsibilities, and readiness to take on new roles. Giving those perspectives room to be heard can help families make more thoughtful decisions about the future they hope to build. About Mitchell Spearman Mitchell Spearman serves as an advisor to enterprising families and family offices across the globe on activating deeper family connections, preparing for family transitions, and launching the rising generation into purposeful and successful journeys. He brings more than 20 years of experience guiding ultra-high-net-worth families as they connect their philanthropic goals to the institutions they support. Much of his work has centered on advancing research and higher education: he partnered with three generations of a U.S. family to secure a $100M investment in a major research university and has secured $500M in philanthropic commitments from families across four continents in support of U.S. institutions, their students, and their faculty. Mitchell leads a small private advisory firm for families specializing in family engagement, leadership development, and helping families align mission, vision, and values as they transfer wealth and purpose across generations. Mitchell is a member of the SC Bar and an attorney by training. He resides in Austin, Texas. Resources discussed in this episode: Amanda Copeland Jay Hughes Dennis Jaffe — Contact Cory Gagnon | Beacon Family Office at CI Assante Wealth Management Ltd. Website: BeaconFamilyOffice.com LinkedIn: Cory Gagnon LinkedIn: Beacon Family Office Email: beaconfamilyoffice@assante.com Podcast: Legacy Builders Strategies for Building Successful Family Enterprise Contact Mitchell Spearman | Winn Family Foundation Inc. Website: oxy.edu LinkedIn: Mitchell Spearman Email: mitchell.spearman@gmail.com Phone: 2145074670 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.














