CORP DOULA aligns the "Right 2 Know"
TRAUMA & ETHICS
FAMILY OFFICES: face succession planning difficulties with 70% of wealth transfers failing by the second generation and 90% by the third generation.
· Younger generations want their family's wealth aligned with their values, especially regarding sustainability and social impact, creating potential conflicts with traditional investment approaches.
What Could Happen Next
· Conscious Integration Trend: Family offices will increasingly adopt integrated technology platforms that are in alignment with Behavior Leadership Programs for example Platinum Principal from Dr. Rhoda Donat' Flowers investment management, accounting, tax planning, and family communication into reducing inefficiencies and improving decision-making.