Jordana Schreiber on when founder or principal control becomes a risk to family office continuity

“The more proper structures are in place early on, the more successful the family office will be in the long term.”

Day Pitney Private Client Partner Jordana Schreiber spoke with Crain Currency about when founder or principal control can become a risk to family office continuity, particularly as families navigate succession, generational transition, and next-generation involvement.

Jordana shares why succession planning should begin well before a leadership transition, emphasizing the importance of establishing clear governance, defined decision-making authority, and open communication before a crisis occurs. She also discusses giving the next generation meaningful opportunities to learn, participate, and prepare for leadership, helping families preserve both continuity and legacy for years to come.

Read the full article here.