On behalf of LuciaDeKlein Private Office | The Family Office Link | The Family Office Intern Certification | Club and Boston Multi Family Office Roelf Odendaal.
Thank you to David Werdiger, our guests, and hosts Judy Corney & team for making our Breakfast Discussion on Purposeful Transitions for Family Businesses so inspiring.
Key Takeaways in a Snapshot:
🌱 Family-centered solutions keep values alive.
👩👩👧👦 Rising Gen shapes the family story.
📚 Education + family meetings = lived principles.
⚖️ No “right or wrong”—only consequences, as David reminded us.
🌍 Cultural nuances enrich every family journey.
We also reflected on insights from Tsitsi Mutendi (CFBA, ACFWA) book—read more about the book on the LuciaDeKlein website.
Special thanks to Roelf Odendaal and the Boston Multi Family Office team.
Learn more: bostonmfo.com
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