Activest Launches Family Governance Program for Ultra-Wealthy Families, Moving Beyond Investment Advice
Updated
Updated · InvestmentNews · Jul 12
Activest Launches Family Governance Program for Ultra-Wealthy Families, Moving Beyond Investment Advice
1 articles · Updated · InvestmentNews · Jul 12
Summary
Activest Wealth Management has rolled out a Family Office Governance Program to help ultra-high-net-worth families handle succession, communication, leadership development and other non-investment issues.
Dennis T. Jaffe helped shape the program, which turns governance into an ongoing advisory service through facilitated family meetings, governance frameworks, multigenerational education and legacy planning.
An initial group of families has already completed planning sessions and guided discussions, using the structure to align decisions on shared assets, advisor relationships and investment oversight.
Activest says the offering reflects a broader wealth-management shift as advisors take on the interpersonal and structural challenges that often determine whether family wealth endures across generations.