Family Office Dynamics

In 2026, family office leaders say they're focusing on rising generation engagement, leadership transitions and governance modernization.

Fourth-generation family office leader Philip Benjamin believes families must continuously “plant new seeds” to stay healthy.

Who is part of the family that the family office serves? Chris Dickson, senior manager of Family Office for RSM US LLP, explains why this is an important — and surprisingly complex — question.

Families undergoing generational transitions must carefully consider whether they truly want to continue investing together, beyond just financial incentives, by identifying shared values and goals that justify the collaborative effort of maintaining a family office. Trusted family office professionals can play a key role in fostering alignment, communication, and engagement, especially by emphasizing emotional, educational, and legacy-driven reasons for unity across generations.

Scott Peppet discusses the issue of whether to tie family members to the family office.