As families become increasingly successful across generations, many discover that preserving wealth is only part of the challenge. Equally important is preparing family members to steward that wealth responsibly, make decisions together effectively, and remain aligned around shared values and long-term goals.
In our latest Callan Family Office webinar, Chief Investment Officer Doug Evans leads a discussion with Family Governance and Education Advisors Nancy Amick and Arne Boudewyn exploring the role of family governance and next-generation development in sustaining family wealth and legacy.