The Great Wealth Transfer: Are Next-Gen Leaders Ready?

A groundbreaking insights series from Deloitte highlights how family offices face unique challenges and opportunities, with preparing the next generation to manage and grow the family's wealth being among the most pressing. At Inflection Point Intelligence (IPI), our Henley Family Office Program is designed to address this crucial need.

The Importance of Next-Gen Education in Family Offices

The future success of a family office heavily depends on the readiness of the next generation. Deloitte's research underscores that 30% of family office respondents lack confidence in the next generation's preparedness for succession, and 28% believe the next generation is unqualified to take over. Consequently, 31% of respondents prioritize mentoring and training as the core focus for 2024.

• Wealth Transfer Expectations: Over the next 20 years, an estimated $84 trillion will be transferred from baby boomers to their heirs globally. This massive wealth transfer necessitates robust education and training for successors​ (Merrill Lynch)​​ (Bank of America Institute)​.


• Engagement and Involvement: According to the survey, 46% of respondents believe that the next generation will sit on the boards of family offices.

Q. How can IPI help?

A. Tailored Education for Future Leaders

At IPI, we recognize that preparing the next generation requires more than just financial acumen. Our courses are designed to develop well-rounded leaders who can navigate the complexities of managing a family office. Key components of our program include:

• Investment Strategies: Understanding the diverse investment vehicles favoured by family offices
• Governance and Leadership: Training on family office governance structures, including the roles and responsibilities of family councils and boards.
• Philanthropic Initiatives: Understanding the philanthropic journey and strategies that align with family values and legacy goals.
• Risk Management: Understanding and developing strategies to manage holistic risk effectively.

In an era of unprecedented wealth transfer, the importance of next-generation education in family offices cannot be overstated. By equipping future leaders with the knowledge to manage and grow a family office, we ensure that legacies endure for generations to come. At Inflection Point Intelligence, our executive financial education courses are designed to meet this critical need, offering tailored, practical, and comprehensive education.

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