Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Navigate Succession Without The Drama
We dive into the quiet crisis of family office succession: what happens when the founder steps back and the next generation isn't ready to lead. We examine the structural gap between ownership and management, using a hypothetical but realistic multi-generational wealth scenario to explore how offices are shifting from passive holding to active governance. Plus, we break down why liquidity events often trigger more friction than operational changes.
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The skinny
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