Navigating Leadership Transitions in Family-Owned Businesses


Transition planning within family-owned businesses, particularly in large enterprises, is a delicate balance between tradition and innovation, legacy and innovation. These businesses face unique challenges and opportunities as they transition leadership from one generation to the next. 

Our Head of Family Office Services & Advisory, Amy Jucoski, and Arne Boudewyn, family governance and education advisor from our exclusive provider Insights Squared Consulting Group, recently wrote an article for Financial Advisor Magazine about how understanding and addressing these dynamics is crucial for ensuring continuity, growth and sustainability.

You can read the complete article here.

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