Goldman Sachs has made succession planning a core pillar of its North American ultra-high-net-worth (UHNW) strategy, treating it not as an adjunct to investment management but as the organising framework for how families think about wealth, governance and legacy.
The Goldman Sachs family office team, led by seasoned trust, estate and wealth-planning professionals, works alongside private wealth advisers to embed long‑term planning into relationships from an early stage, rather than waiting for a liquidity event or crisis to trigger action.
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