I appreciated Joseph Reilly ’s focus on Jackson Lamb. Competence under pressure often looks different than we expect. In family enterprises and advisory firms, when anxiety rises, perception narrows. As perception narrows, decision quality declines and decisions are less likely to hold up over time. Here Joseph tees up our Family Wealth Report interview:

A Blueprint for Multi-Generational Success For many years, succession in family enterprises was framed as a baton pass: identify the successor, transfer authority, move forward. As families grow more complex — with overlapping generations, broader ownership, and longer careers — that model no longer captures what continuity actually requires. Part 1 of The UHNW Institute ’s new whitepaper, A Blueprint for Multi-Generational Success, explores a structural shift from “one” to

I was sitting in a meeting with some family wealth advisors recently when someone said: “We want to offer coaching and facilitation to families we work with — but we don’t know when to suggest it, or how.” It didn’t sound like a problem to solve. It sounded like something advisors feel before they can name it. I’ve heard versions of this from many advisory teams, and over time I’ve started to notice some patterns. Often the conversation has already shifted when: • the data ar