In this episode of The UHNW Institute Podcast, host Russ Haworth continues the conversation with fellow co-authors Bryn Monahan, Meredith Thomas Straight and Paul Edelman on their white paper, A Blueprint for Multi-Generational Success: Building a Coalition of the Willing.
Together, they examine the behavioral and systemic dimensions of coalition-based governance, moving well beyond structural succession planning to consider the habits, decision-making models and cultural norms that make inclusive leadership work in practice. They discuss why behavioral change is often harder than structural redesign, how families can build sustained governance capacity over time and the growing expectations placed on external advisors.
Topics discussed include:
- The shift from single-successor to coalition-based leadership models
- Building governance systems that accommodate multiple voices and diverse generational experience
- Developing capabilities such as judgment, communication and emotional intelligence
- Practical tools including decision grids and governance “gyms” for building sustained capacity
- The risks of drifting from agreed governance practices and how families can guard against them
- The expanding role of external advisors in supporting behavioral and systemic change
Listen to Part 2 of the conversation.