Building and Maintaining a successful family enterprise
Originally Posted on Assante Wealth Management
Featuring Julia Chung
August 22, 2025
Imagining the future from the very end can shift today’s choices, why the stories we tell become the roots of legacy, and how families can make room for both individual expression and shared responsibility.
“I think because it’s really hard as humans to to think beyond today and yesterday. It’s really hard for us to imagine that, and it’s hard for us to, especially at that age where we’re embarking on a career or the early stages of our lives, know it’s going to be important, and we start choosing from what other people have put out for us.”
– Julia Chung
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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