Jul 14, 2026 · 53 min · 12 segments
For many families, success creates new challenges. The systems, relationships, and decision-making processes that help build wealth are often not the same systems required to steward it. What begins…
John ChristensenHost
Cameron BondHost
You also highlighted this, the importance of kind of next gen planning, which it is, a lot of the work is right there.
And, you know, John, you've been quoting a stat recently, I think from that JP Morgan thing about family offices is something like 37% of families initially communicate to the next generation through their philanthropic dollars.
you know, our experience in working with these families is that almost all of them are highly charitable.
And there's a whole nother structure around the charitable side, right? There's the private foundation.
So there's and that whole that requires a whole different level of expertize and perhaps a different form of governance.
And sometimes these family offices need to outsource to someone who can do that well.
You also highlighted this, the importance of kind of next gen planning, which it is, a lot of the work is right there.
And, you know, John, you've been quoting a stat recently, I think from that JP Morgan thing about family offices is something like 37% of families initially communicate to the next generation through their philanthropic dollars.
you know, our experience in working with these families is that almost all of them are highly charitable.
And there's a whole nother structure around the charitable side, right? There's the private foundation.
So there's and that whole that requires a whole different level of expertize and perhaps a different form of governance.
And sometimes these family offices need to outsource to someone who can do that well.
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