Family Office Strategy, Governance, and Operating Models, video 19 of 20
Why Family Offices Struggle to Survive 100 Years, Lessons From Mitzi Perdue
This video examines what helps a family office remain effective across generations. The discussion points to governance, family alignment, leadership continuity, operating discipline, documented processes, and succession planning. For a family evaluating a multi-family office, service quality today is only part of the decision. Families should also assess how the platform documents decisions, manages leadership transitions, adapts as family priorities change, and maintains accountability over time. Use this video as a prompt to examine whether an MFO has the structure and processes needed to support continuity across generations.
Why watch
- Learn why long term continuity is a useful lens for evaluating family office operations.
- Identify governance, leadership, and succession questions to ask a prospective MFO.
- Assess whether an MFO has the processes and accountability needed to serve multiple generations.