Complimentary.
Why most successions fall short, and how to make sure yours does not.
More than $84 trillion will move across generations in the years ahead. Roughly seventy percent of those transitions will fall short. This briefing names the seven patterns that quietly derail otherwise capable successions, before they shape an outcome neither party intended.
Each is named, diagnosed, and paired with what to do instead. The point is not to indict the senior generation or the incoming one. The point is to make the pattern visible before it shapes the outcome.
Thinking they will be fine without actually checking.
Confusing knowing with doing.
Avoiding the hard conversations.
Throwing them in unprepared.
Forgetting legacy is built, not assumed.
The wrong person for the wrong reason.
Trusting a plan that has not been touched in years.
By email.
Name and a working email. The brief arrives within the day.