A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part One

Episode notes

Summary In this episode of the Ultra High Net Worth Institute podcast, host Russ Haworth, along with guests Amelia Renkert-Thomas and Daniel Trimarchi, discuss their white paper titled 'A Blueprint for Multi-Generational Success.' They explore the challenges of traditional succession planning, the importance of evolving governance structures, and the need for clarity and accountability in family enterprises. The conversation emphasizes the significance of education, co-creation, and addressing fears associated with structural changes. The episode concludes with practical steps for families to begin their governance journey and the importance of building a coalition of the willing for future success. Chapters 00:00 Introduction to the Ultra High Net Worth Institute Podcast 06:17 The Role of Governance in Family Enterprises 16:20 Reducing Friction Through Effective Governance 22:22 Co-Creation of Governance Structures 28:21 Addressing Fears in Structural Changes 34:49 The Coalition Mindset in Leadership 40:10 Practical Steps for Families in Transition Link to the Paper

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• A Blueprint for Multi-Generational Success: Building a Coalition of the Willing | Part Two
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