With 65% of family offices expecting a generational wealth transfer within the 15 years, what better theme than succession to explore at the 2017 North American Family Office Conference?
Campden Wealth’s North American regional manager David Braham said in the next two decades, ultra-high net worth families will hand over $2.1 trillion to their heirs, a process which means grappling with issues around education, leadership, values, and communication.