Tag

next generation

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A group of people gathered and holding one heart

The benefits of planned philanthropy: giving families the time and opportunity to think bigger

When families approach philanthropy with the same care they devote to investing and succession planning, the rewards go well beyond tax benefits

August 28, 2026
Philanthropy

Stenner: The 10 worries ultra-high-net-worth families lose sleep over, Part 1

In this two-part series, Thane Stenner explores family challenges ranging from succession and geopolitical risks to cybersecurity and philanthropy. In the process, he proves that proactive planning, candid conversations and coordinated advice are essential to preserving wealth across generations. This week: Worries 1-5. Next week: Worries 6-10.

August 13, 2026
Commentary, Member Content

Member Content by Stenner Wealth Partners+

Images of Amin Kanji, Colin Keddy and Andrew McQuiston, three family advisors who talk about what makes the third generation of wealthy families unique and different from first or second generation

The story arc of wealthy families, from the first to the third generation

How does Generation 3 differ from Generations 1 and 2? We ask the experts

August 11, 2026
Family Business, Fundamentals

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

The long goodbye: Thane Stenner on why the hardest part of succession is letting go—and how the right advisor helps founders do it

In nearly half of family-business transitions, the founder simply can’t step away. Stenner’s answer: bring in an independent facilitator. ‘I’ve facilitated many family meetings and lately I am bringing in a third-party consulting or advisory group, because I want the potential transition to go even better than I could facilitate.’

July 21, 2026
Member Content, The Next Gen

Member Content by Stenner Wealth Partners+

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

New UBS Global Family Office Report finds governance and succession gaps—and a broadening investment focus

Most SFOs plan to shift investment allocations this year, while many struggle to involve the next gen

May 28, 2026
Fundamentals

Photo of Katrina Barclay and Peter Jaskiewicz of the Family Enterprise Legacy Institute (FELI), which offers academic programs in family enterprise and family office

The Family Enterprise Legacy Institute is driving research, building academic programs to support enterprising families

With a significant transfer of ownership and wealth over the next decade, FELI’s focus includes family members’ need to learn about the complexities of family offices