In conversations about generational wealth, much of the focus is placed on preparing the rising generation. But what responsibilities do the current stewards of wealth, the leading generation, carry in shaping that transition?
In this episode, Brian Adams is joined by Kristen Heaney and Celine Fitzgerald of In Three Generations to explore the role the leading generation plays in preparing families for long-term stewardship. They discuss how transparency, education, and clearly defined roles can help rising generation family members understand the purpose of family wealth and confidently step into leadership over time.
The conversation covers practical ways families can begin these discussions today—from clarifying the purpose of a family office to identifying meaningful opportunities for next-generation involvement. Kristen and Celine also share insights on balancing transparency with responsibility, creating opportunities for shared leadership, and why community and education are critical for both generations navigating these transitions.
To learn more about Mack International, please visit www.mackinternational.com
This episode is sponsored by In Three Generations.
In Three Generations provides education and coaching for individuals and families with significant financial means, helping both leading and rising generations navigate wealth with confidence, clarity, and intention.
Learn more at inthreegenerations.com
