succession , family office , family business advice , family business succession planning , family business conflict
Abstract:
Family offices excel at managing money but often overlook the greatest threat to multigenerational success: poorly planned succession. Here's how they can help. Family offices have gained increasing prominence as key institutions in the management of substantial private wealth. As family offices begin to attract people who once considered investment banking and related professions, they’ve devoted lots of attention to asset allocation, fiscal efficiency, and performance optimization. But today’s family offices are starting to do more. They not only manage financial capital but also play a growing role in coordinating governance, supporting intergenerational transitions, and preserving the continuity of family systems. However, many family offices have not given enough attention to succession, a transition that threatens both family harmony and the health of the business.
Additional information:
Published online on July 24, 2026
Dieser Eintrag ist Teil der Universitätsbibliographie.
Das Dokument wird vom Publikationsserver der Universitätsbibliothek Mannheim bereitgestellt.
Creative Commons Attribution, No Derivatives 4.0 International (CC BY-ND 4.0)
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