Webinar
Preparing Your Family Office for the Next Generation: A Practical Roadmap
Succession specialist + FO that has transitioned + next gen member
About this event
This webinar lays out a practical roadmap for preparing the family office for the next generation, featuring a succession specialist, a family office that has completed the transition, and a next gen family member. Topics to be discussed include the governance changes required as the next generation steps up, how the investment policy should evolve, the communication shifts families must make, and the timelines and triggers that mark each stage of the handover. A working plan for one of the hardest transitions any family faces.