Family Office Succession and Next-Gen Engagement

David Hauser || M&A and HNWI Wealth Tracker

Only 35% of family offices have formal succession plans. Younger generations demand crypto/VC exposure, challenging traditional asset allocation. AI-driven 'hoarding' mentality complicates estate planning. Family offices face a turning point in institutionalization and next-gen alignment.

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Updated Aug 15, 2026

David Hauser || M&A and HNWI Wealth Tracker

Sam Walton Gave His Kids 80% of Walmart in 1953, When It Was Worth Almost Nothing. That Single Early Move Is Why the Waltons Have Never Faced a Major Estate-Tax Bill on $250 Billion

Nassau Street Partners Hosts 2026 Family Office Summit in ...