• Episode 2 – Family Continuity and Wealth

  • Jul 24 2024
  • Length: 24 mins
  • Podcast

Episode 2 – Family Continuity and Wealth

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  • Summary

  • On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family’s wealth. This episode includes a conversation about the unique continuity needs that affect ultra-wealthy families, as Adam and Kevin walk through examples of families that have dealt with continuity challenges, and the ways in which a family office can help navigate those challenges. Finally, they discuss the concept of a family constitution, and the myriad benefits that it can provide.

    For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

    Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
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