Within our firms, much attention is given to engaging the next generation: bringing them into the fold of the family business or governance structure. But trustees often have a unique vantage point. Whether sitting on a private trust company (PTC) board or serving as long-standing advisors, they witness generational shifts firsthand. In this session, we’ll hear from trustees about how they manage evolving family dynamics, build relationships with younger beneficiaries, and ensure continuity across generations. What lessons can we, as advisors, take from their experience?