The Future-Ready Family Office

Family offices are shifting toward lean, heavily outsourced operating models built on trust and adaptability rather than capital size or headcount.

• Treat the office as a business: EY's Fankhauser argues family offices need a business plan—defined clients, services, revenue model—to avoid client confusion and 'foot faults' as offices scale.
• Generational wealth transfer looms: An estimated 90% of US wealth will transition to next-gen in 10-20 years, while 80% of advisor relationships historically turn over across generational shifts.

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