Navigating Technology Platforms: Key Questions for Vendors

In this conversation, Brian Adams and Charmaine Tang explore the complexities of family dynamics in wealth management, focusing on the concept of the 'next gen sandwich' and the challenges of succession planning. They discuss the importance of open communication, the role of technology in bridging generational gaps, and strategies for facilitating difficult conversations within families. Charmaine emphasizes the need for a structured approach to discussions, highlighting the significance of third-party advisors in navigating sensitive topics. The conversation also touches on the evolving landscape of family offices and the necessity for families to adapt to changing dynamics as they manage their legacies.

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