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New Article: When succession feels stuck, change the choice
When succession feels stuck, the problem may be the choice the family is trying to make. Succession is often compressed into two either/or categories: founder in charge or founder gone; successor waiting or successor fully responsible. Under that framing, uncertainty can quickly become a verdict: the founder will not let go, or the successor is not ready. Families usually have more choices than those labels suggest. They can ask: • What does each person actually want? • Which
Paul Edelman
3 days ago1 min read


New Podcast: A conversation on rising-gen readiness, coaching, and mentorship with The UHNW Institute
They discuss:
· How a strong sense of individual identity shapes long-term family decision-making
· How to balance protecting and challenging the next generation
· Where advisors add the most value by supporting growth without overstepping
Paul Edelman
Jul 91 min read


Founder Succession - Being Emotionally Ready
Founders are often told they need a plan for life after stepping back from the business.
Paul Edelman
May 141 min read
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