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Gen 3

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Photo of Shawna Perron, Adam Hoffman and Kelly Demo—three advisors who give their views on the third generation of wealthy families in this story exploring myths and realities about Gen 3

Five myths about the third generation of wealthy families

As they step into leadership roles, the third-generation kids are all right, according to the advisors who work with them

July 28, 2026
Family Business, Fundamentals

Montage photo of Cameron Clark, Jill Renton and Barb Schimnovsky, three family advisors who speak about what makes third-generation family members distinct from their forebears.

10 things family office advisors need to know about today’s Gen 3 clients

Young third-generation heirs to wealth are tech-savvy, health-conscious, globally connected and eager to make a difference

July 17, 2026
Family Business, Fundamentals

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