The Greatest Secrets to Successful Multi-Generational Families

In this episode of the Family Office Success Podcast, host Christi Van Rite converses with Savannah Suttle, a third-generation family office member and CEO of Schema Consulting. They delve into the critical role of relationship capital in family offices, emphasizing the need for intentional relationship-building alongside financial management. Savannah shares best practices for multi-generational wealth management, highlighting the importance of clear governance structures and open communication. She provides actionable steps for families, such as starting small, creating a playbook, and documenting family stories, to foster healthy dynamics and ensure long-term success. Watch this episode on YouTube: https://youtu.be/N_pcFHDrn28

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This episode is 37 minutes long.

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This episode was published on March 18, 2025.

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