Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing

Successfully passing the reins of the family business to the next leader or owner is one of the most important challenges that family businesses face. It is also one of the most emotional given the life and career changes that often affect every generation of the family.

Because the senior generations are well-established and experienced in their roles, it’s often assumed that they require minimal transition support. Consequently, the focus to date has generally been on the rising generations to help them develop the skills and capabilities they’ll need to take on leadership and ownership roles.

We’re challenging those assumptions in our new white paper, Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing.

Click Here to Read

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry