You start looking around and every wealth management firm seems to say the same thing. “Holistic”, “Independent”. “Tailored”. There are smiling team photos, the promise of ‘bespoke’ service, and enough jargon to fill a small novel.

Imagine a family legacy that stretches not just decades, but a full century into the future. That’s the promise—and the challenge—of 100-year wealth planning. It’s a bold, forward-thinking approach that asks families to look far beyond the next inheritance or business deal, and instead plant the seeds for a flourishing family tree that will stand strong for generations.

When it comes to leadership transitions, few events are as steeped in tradition and intrigue as the papal conclave. While the Catholic Church and wealthy families might seem worlds apart, the process of electing a new pope and planning for succession within a family business have more in common than you might think.

Financial decision-making in a family enterprise is less about individual authority and more about collective responsibility.