Engaging the Rising Gen: Practical Advice from Future Family Leaders and Family Office Execs

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives. The practical advice given—including perspectives on desired skills/training, communication preferences, and best and worst learning practices—will provide guidance for others on this journey, helping future family leaders to manage the responsibilities that come with the family’s success and to create their own legacies.