This session explores how firms can navigate leadership and relationship transitions without jeopardizing their most valuable asset: client trust. This session will examine practical approaches to identifying future relationship owners, engaging clients early and meaningfully in transition plans, and aligning business development, talent management, and client service around continuity. Drawing on real-world experience building a firmwide succession program, the speaker will share concrete frameworks for mapping key relationships, mitigating risk when senior partners retire or shift roles, and communicating transitions in ways that reassure institutional and individual clients alike. Attendees will leave with actionable steps to move succession from an abstract risk to an operational priority that protects revenue, deepens loyalty, and strengthens the firm’s long-term viability.