Managing the timing of trust disclosures can allow beneficiaries time and freedom to mature, so they will be able to understand and responsibly manage their wealth. But proper preparation is essential.

Peter Latta, chairman and CEO of A. Duie Pyle, talks maintaining a strong focus on both the business of the business and the business of the family.

At Vermeer, Senior Family Office Manager Aaron Smith is bridging generations through education, family camps and intentional relationship-building — ensuring more than 80 family members stay connected as both the family and business grow. A second-generation nonfamily employee, Smith is turning everyday questions and shared learning moments into a foundation for long-term unity and stewardship.

In her nearly 14-year tenure at Mt. Vernon Investments, Meredith Liner has helped steer the family office through two closely linked transitions: modernizing its technology and reconfiguring its investment operations.