What does it take to pass wealth from one generation to the next without losing the discipline and sense of responsibility that helped create it?
In this episode of What’s Next? with Clarien, we hear from Miguel DaPonte, Chief Wealth Management Officer at Clarien, and Jennifer Hanson Crockwell, Head of Trust and Family Office.
They explore why preparing the next generation should begin long before assets change hands. From introducing financial responsibility at different stages of life to navigating family business succession, the conversation considers how knowledge, experience and open communication can help younger family members become confident stewards of wealth.
Miguel and Jennifer also discuss how trusts and appropriate governance structures can support continuity and protect a family’s long-term intentions. Their conversation reminds us that good planning is not a single event. It is an ongoing process that should evolve as families, relationships, jurisdictions and circumstances change.
