A great article from Jacqui Clarke outlining what can be learned from the series “Succession.”
Some valuable lessons.
We call it “The Burden of Wealth” and unless managed carefully with open communication , transparency and aligned values the risk is disharmony and distrust within the family and future generations.
That’s why at Providence we not only focus on truly independent investment management but also family dynamics and wealth transfer to foster a long term legacy for current and future generations.