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The Great Transition

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Manage episode 516153491 series 3552826
Content provided by White River Consultants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by White River Consultants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Family Office Success Podcast, Christi addresses the looming “great silver tsunami”—a wave of retirements among first-generation family office executives. Drawing on real-world examples, the episode explores the challenges of talent shortages, knowledge drain, and outdated systems. Listeners are guided through three transition strategies: traditional hiring, doing nothing, or partnering with strategic providers. Emphasizing proactive succession planning, technology upgrades, and tailored advisory solutions, the host underscores the importance of early preparation to ensure continuity, minimize risk, and position family offices for long-term success in an evolving landscape.

  continue reading

40 episodes

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iconShare
 
Manage episode 516153491 series 3552826
Content provided by White River Consultants. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by White River Consultants or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Family Office Success Podcast, Christi addresses the looming “great silver tsunami”—a wave of retirements among first-generation family office executives. Drawing on real-world examples, the episode explores the challenges of talent shortages, knowledge drain, and outdated systems. Listeners are guided through three transition strategies: traditional hiring, doing nothing, or partnering with strategic providers. Emphasizing proactive succession planning, technology upgrades, and tailored advisory solutions, the host underscores the importance of early preparation to ensure continuity, minimize risk, and position family offices for long-term success in an evolving landscape.

  continue reading

40 episodes

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