Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent

Passing the reins of the family business is one of the most important challenges that family businesses face. However, because the senior generations are well-established and experienced in their roles, it is often assumed that they require minimal transition support. We have found these assumptions couldn’t be further from the truth.

On Thursday, January 19, UHNW Institute members gathered for a virtual roundtable discussion with the authors of our recent white paper entitled: Reimagining Family Business Transitions: Rethink, Rebalance, Reinvent to discuss how recent changes in demographics are impacting transitions in family enterprises.

During their discussion, the panelists shared their insights on:


The video replay from this roundtable event is available for UHNW Institute members in the member portal here.

If you are interested in learning more about joining, please do not hesitate to contact us.


We’d also like to thank the following panelists for their time and insights during this roundtable event:

Moderator – Russ Haworth, Family Business Advisor & Podcast Host, The Family Business Partnership

Panelist – Stacy Allred, Senior Managing Director, Head of Family Engagement & Governance of First Republic Investment Management

Panelist – Dennis Jaffe, Ph.D., Senior Research Fellow for BanyanGlobal Family Business Advisors

Panelist – Ken McCracken, Family Business Consultant at MFBC Limited

Panelist – Daniel Trimarchi, Director, Family Business Advisory Services for KPMG in Canada