Family Office Series Pt. 5: Succession Planning Isn’t Easy—Here’s How to Get It Right
This episode is brought to you by RSM US, a leading audit, tax and advisory firm focused on the middle market. RSM develops multi-generational relationships with family offices by providing tailored advisory services to help sustain the family’s vision in an evolving, digitally driven world. It's part of a five-part series highlighting issues relevant to family offices. *** In this episode, Tony Wood, RSM’s global practice leader for family office, joins the podcast to discuss succession planning and intergenerational wealth transfer. Wood begins by talking about what he’s observed among the…
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