

Building Structured Next-Gen Pathways
In This Issue: Deliberate development programs are replacing one-time succession handovers. Core components of next-gen readiness The rise of collaborative leadership models for a new generation of wealth stewards. For decades, succession in family offices was widely viewed as a singular legal event — a signing of documents, a handshake at the boardroom table, and a hope that the next generation would figure things out. That era is ending. With a good portion of family off
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