Name
The Importance of Family Agreement in Succession Planning
Date & Time
Tuesday, June 16, 2026, 11:30 AM - 12:30 PM
Beatrice Puoti Nicholas Jacob
Description

This session will explore the role of family agreement and communication in effective succession planning, particularly in the context of complex family wealth and cross-generational transitions. The discussion is likely to consider how differing expectations, governance structures, cultural dynamics and family relationships can influence the success or failure of succession arrangements.