In this episode, Ruschelle Khanna, Owner of Ruschelle Khanna Consulting, shares her innovative approach to guiding high-net-worth families through the complexities of wealth management and generational transitions. With over twenty years of experience and a unique blend of therapeutic expertise and wealth consciousness, Ruschelle brings a holistic perspective to her clients. She emphasizes the importance of addressing inherited patterns, resolving ancestral trauma, and fostering mindfulness to ensure long-term success and harmony in family enterprises.

Throughout the conversation, Ruschelle highlights the significant impact of uncovering and transforming inherited patterns on both individual well-being and family business performance. She stresses the value of integrating health psychology principles into wealth management strategies, ensuring all family members feel empowered. Ruschelle also touches on the need for families to approach wealth-related issues with a balance of pragmatism and emotional intelligence, seeking outcomes that preserve financial legacy while promoting personal fulfillment across generations.

About Ruschelle Khanna

Ruschelle Khanna has spent over 20 years working at the intersection of family therapy, health psychology, and wealth. A licensed therapist, family advisor and executive coach for women, she brings decades of experience to helping people seize the power of their own ability to heal.

She has guided successful families and high-performing individuals in overcoming the challenges of chronic illness, preserving a legacy, and passing on generational wealth. Ruschelle currently hosts masterminds for women focused on stewardship, mindfulness, and overcoming ancestral trauma.

Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

• Website: BeaconFamilyOffice.com
• LinkedIn: Cory Gagnon
• LinkedIn: Beacon Family Office
• Email: beaconfamilyoffice@assante.com

Contact Ruschelle Khanna | Ruschelle Khanna, LCSW PLLC:

• Website: lifestyleforlegacy.com
• LinkedIn: Ruschelle Khanna
• Email: ruschellekhannalcsw@gmail.com
• Phone: (212) 748-9301