Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Handle Succession Planning
Episodes 180 through 198 have explored the investment vehicles family offices use, from sovereign wealth partnerships to private aviation. But what happens when the patriarch or matriarch steps back? In this episode, Lucas and Luna move beyond asset allocation to tackle the most fragile part of intergenerational wealth: succession. We examine the specific legal and emotional frameworks that prevent dynastic collapse, focusing on how ultra-high-net-worth families structure governance boards and education programs to prepare heirs who may not want to manage billions. This is a look at the human…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.