8 Steps for a Smooth Leadership Succession Process

Join Family Office Exchange’s founder, Sara Hamilton and Founding Partner of Vantage Leadership, Carl Robinson; along with Family Business Magazine publishing director, David Shaw, as they share experiences from other family enterprises and identify the 8 steps in the leadership succession process.

Tuesday, October 18, 2022
2 PM ET | 11 AM PT
60 miuntes


Join us for an overview of succession planning, including how to manage family leadership transitions proactively, how families can anticipate their needs before a succession process occurs, and how to identify leadership potential “markers” and the competencies rapidly becoming essential for the future. This webinar will also address the handoff itself – when to let go and how to successfully step up to new roles.



Sara Hamilton

Founder & Board Chair, Family Office Exchange (FOX)

Sara is one of the first professionals to recognize family offices as the most sophisticated segment of wealth management, and she has been described as “the Warren Buffet of the family office industry”. When hundreds of U.S. families became centi-millionaires through leveraged buyouts in the 1980s and 1990s, private family offices were created to manage family capital and to educate wealth owners.

Sara founded the Family Office Exchange (FOX) as a peer network for family office executives in 1989. Within 10 years, she could see that families needed help with family governance and managing financial transitions, in addition to their family offices. As a result, FOX evolved into an advisor to family enterprises, a platform for sharing family wealth best practices, and an industry advocate for the importance of private enterprise in a global economy.

Today, Sara provides input to the strategic direction for FOX and supports the development of new programs and services for family enterprises and wealth advisory firms in 25 countries. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She serves on the executive education faculty of the University of Chicago Booth School of Business where she is an adjunct faculty member for their Private Wealth Management and Essentials of Wealth courses in the Executive Education program. She is on the founding board for the Foundation Advancing Impact and Sustainability in Bologna and the founding board for the Private Directors Association in Chicago.


Carl Robinson, Ph.D.

Founding Partner, Vantage Leadership

Dr. Robinson heads Vantage’s Family Business Practice and has focused much of his career on senior-level succession planning and coaching. Consulting at this level requires a deep appreciation for organizational, political, and family dynamics, and Dr. Robinson matches his considerable perspective in this regard with well-grounded insights into individual change and development.

Licensed as a clinical psychologist in 1988, Dr. Robinson’s years of training and counseling shape his approach when consulting for and working with family held enterprises. He has consulted extensively for numerous families as they managed significant transitions across generations. Dr. Robinson also advises organizations currently led by family members--helping them identify and align leadership direction and strategy. His clientele is broad and far-reaching.

Dr. Robinson has authored a number of articles and has frequently been interviewed by various business publications, including the Wall Street Journal. In addition, he is a highly regarded public speaker with an engaging and energetic style. He and his wife Karen reside in Chicago, Illinois. They have two grown children who live on opposite coasts, which gives them plenty of reasons to indulge their passion for travel.



David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.


• No cost to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes — maximum value for time


Family Office Exchange (FOX)