How do you navigate the changes that come with transferring wealth from one generation to another? What are the challenges and opportunities families have as G2+ starts to share properties and assets?
In this conversation, Parere Advisory Founder and Managing Partner Janet Arzt and Managing Director Skye Young share the trends they see across family offices, as well as their advice for creating structure and systems to ease the transition.
Tune in to hear what everyone should know about the next generation, how to keep growing families and ever-evolving teams on the same page, and tips for reducing key man risk and preserving historical knowledge.
Subscribe to the Easemakers Podcast to hear from more experts in the private service industry, and join the Easemakers community to talk to other estate managers and PSPs on a regular basis. Enjoying the Easemakers Podcast? Leave us a rating and a review telling us about your favorite episodes and what you want to learn next!
The Easemakers Podcast is presented by Nines, modern household management software and services built for private service professionals and the households the support.
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