Protecting Legacy & Creating Significance: How Family Enterprises Build Across Generation
Presented By: National Christian Foundation / Windsor Advisory Group
For family businesses and family offices, success is measured not just in profits—but in preservation. This session explores how multigenerational enterprises are managing succession, wealth transfer, charitable giving, and family governance while staying true to their founding values. Hear how today’s leaders are designing structures to protect assets, sustain family harmony, and turn legacy into a living, strategic advantage for generations to come.
Panelists:
CEO
ViaQuest
Rich Johnson founded ViaQuest in 1999. ViaQuest is a healthcare company providing services in the Intellectual and Developmental Disability (IDD), Behavioral Health, and Hospice industries throughout Ohio, Pennsylvania, and Indiana. With over 4,000 employees ViaQuest is the market leader in specialized services and largest Veteran owned employer in Central Ohio. Rich is a Veteran of the United States Air Force and was inducted into Ohio's Veteran Hall of Fame in November of 2024.
President
National Christian Foundation Ohio
Dwight Montgomery serves as the President of The National Christian Foundation of Ohio, whose mission is to mobilize resources by inspiring biblical generosity. Dwight has 34 years of experience as a financial professional and was the CEO of his own wealth management firm. Through his leadership and vision his firm became one of the most respected financial firms in the Columbus Ohio area.
In 2013, Dwight sold his firm in order to devote his time to the ministry of NCF. Dwight is also a member of the coaching team at SMART Concepts Group. SCG is focused on providing financial advisors strategic and operational advice to achieve business success. Team members help advisors define their operating models and processes to enhance growth, drive performance and the value of their business.
Prior to his career in financial services, he was an educator and college football coach.
Dwight received his BA in Education from The Ohio State University and his MA in Education from Bowling Green State University. Dwight currently holds a Certified Financial Planner CFP® designation and a Certified Kingdom Advisor® designation. He is active in the community serving as a board member for, For Columbus. Leisure time for Dwight involves fishing, fishing and more fishing. Dwight lives with his wife Dona in Dublin. They have three children, Matt, Luke, and Ellie.