The great wealth transfer is usually framed as a capital story.
But inside families, it is also a leadership story.
The question is not only who receives the capital.
It is who is prepared to lead with it.
On Friday, June 26, Colten Ratz will be helping moderate NextGen Leadership in ESG: Why the Next Generation of Family Offices Cares, a live virtual conversation hosted by Family Offices ESG Alliance / Lagertha Join Forces.
Discussion alongside KATE MARIA VINTHER and Anne Klein, with featured perspectives from M. Estela Fernandez de Cordova, Susan Weingartner, and Allen Esrock.
The discussion is expected to touch on themes such as:
• Next-generation leadership
• Legacy and identity
• Stewardship and responsibility
• Family communication
• Governance and succession
• Values, purpose, and long-term decision-making
As wealth continues to move across generations, the conversation is not only about portfolio construction.
It is also about preparation, purpose, family alignment, and how future decision-makers understand the role they are stepping into.
Looking forward to being part of this discussion.
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