Generational Wealth & Family Business Advisers

About the Generational Wealth & Family Business Advisers category

Few areas of wealth management are as complex – or as consequential – as the handling of generational wealth. As senior generations prepare to transfer trillions to their heirs, the demand for expert advice around succession planning, governance and family dynamics is reaching new heights. The best generational wealth and family business advisers provide expertise on family governance, complex asset management, impact and philanthropy, legacy building and wealth stewardship. Some of our featured advisers also provide expertise to families wishing to establish a single family office.