Transitions, Change and the Next Generation

Mary Duke is a powerhouse, as an internationally recognized advisor to family businesses, she has over 30 years of experience with families across the globe navigating the complexities of substantial wealth. She has led two private family offices and spearheaded a leading private bank’s award-winning Global Family Wealth Iniciative.

In this conversation, we explore the experience and lessons from families in business moving from the 1st to 2nd generation and some key aspects to managing this fundamental change.