Activest Launches Family Governance Program for Ultra-Wealthy Families, Targeting Succession Across 3 Generations
Updated
Updated · InvestmentNews · Jul 12
Activest Launches Family Governance Program for Ultra-Wealthy Families, Targeting Succession Across 3 Generations
1 articles · Updated · InvestmentNews · Jul 12
Summary
Activest last week rolled out a Family Office Governance Program for ultra-high-net-worth families, formalizing advice on succession, communication and next-generation leadership beyond traditional investment management.
Dennis T. Jaffe helped shape the program, which combines facilitated family meetings, governance frameworks, multigenerational education, succession planning and legacy discussions under one advisory structure.
An initial group of families has already completed planning sessions and guided talks, using the process to align decisions on shared assets, advisor relationships and investment oversight.
Florida-based Activest said the offering is tailored to each family rather than a fixed template, reflecting a broader wealth-management shift toward helping families preserve culture, purpose and long-term continuity.