How Ultra Wealthy Investors Allocate Capital, video 14 of 20
Grooming the Next Generation to Help Run the Family Office Long-Term
Preparing the next generation to participate in family office decisions is a long-term family priority. This topic focuses on building skills, judgment, communication habits, and responsibility for future family leaders. For families considering a multi-family office, the discussion helps clarify what support should look like across generations. An MFO may provide education, meeting preparation, governance support, reporting, and coordinated leadership. The goal is continuity through clear expectations and a practical plan for involving younger family members over time.
Why watch
- See why next-generation preparation should be part of a long-term family office plan.
- Learn what to look for when evaluating MFO support for family education, governance, and participation.
- Use the topic to start a practical conversation about roles, expectations, and continuity across generations.