

Most Family Offices Not Ready for Succession, Ocorian Survey Finds
Family office succession planning remains a major challenge globally, with most firms still unprepared for generational transition, according to a new Ocorian survey. Only 23% of respondents said they were fully ready for succession, while 99% of employees and advisers agreed more preparation is needed. About 91% observed a natural handover of wealth and leadership, while 3% did not and 6% were unsure. Generational divides are evident: 85% said next-gen approaches differ from
Oct 21, 2025





