Next Gen and Succession: Lessons and Tools from the Field

Next Gen and Succession: Lessons and Tools from the Field

Family Office Info LIVE – Lunch & Learn
Thu, Dec 4, 2025 | 1:00–2:00 PM ET
Title: Next Gen & Succession: Lessons and Tools from the Field
Moderator: Danielle Patterson, CEO, Family Office Access

Speakers:
Josh Kanter (Founder, leafplanner; President, Kanter Family SFO)
Jane Flanagan (Founder, Essential Connections Network; former Director, Family Office Advisory, Northern Trust)

What we’ll cover:
-Preparing the Rising Gen for stewardship and leadership
-Common succession blind spots—and how to surface them early
-Practical ways to organize, document, and communicate family knowledge
-How coaching and education build trust across generations
-Real examples and next steps families can take now