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Where do I find someone who has actually pulled off a family wealth transition?

From: Prologue

Most founders find someone by asking other founders directly, not through their existing advisor network. The people who have actually navigated a successful generational transition are usually private about the messy parts. They don't speak about it at investor conferences or write about it on LinkedIn. They will tell another founder, in confidence, what really happened. Kris Kluver opens The Dysfunctional Family Office with a banker named Brian suggesting his client Robert needs perspective from someone who has done this well. Brian then calls Ben Christoff, a private equity founder who quietly succeeded at the handoff. The conversation that follows is what unlocks the rest. The lesson is to ask other founders, not advisors.

Also asked

  • find someone who has done generational wealth transition successfully
  • before we sign more documents who do we know that has done this right
  • my advisors and I keep going in circles, who do I call who has actually been through this