Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Family Offices Fund The Next Generation With Care
We examine the shift from passive trust structures to active stewardship in family offices. Using a specific case of a multi-generational wealth office, we explore how structured mentorship programs and educational trusts are being used to prevent the 'shirtsleeves to shirtsleeves' phenomenon. Lucas and Luna discuss the mechanics of impact investing mandates, the psychological burden on heirs, and why liquidity events are now paired with governance training rather than just capital distributions.
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The skinny
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