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.
Stacy Mullaney, global head of the family office group, says the task is ensuring that structures, education and governance keep pace with how fast client balance sheets are evolving.
Access this research
Enter your work email address to sign in or check whether your organisation already has access to Euromoney.
