Family offices expect heirs will take new path on investing

November 13, 2025

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1 min read

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CNBC

Ultra-rich families anticipate millennial and Gen X heirs will make big changes to their investment firms or even shut them down altogether.

A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Keeping wealth in the family is eas... [3781 chars]

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