The pandemic has served as a wake-up call for CEOs and Founders of RIAs and Multi-Family Offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs. In this perspective, we reflect on why now is the right time to address succession planning. We also dispel assumptions about the succession planning process, share steps for taking action, and discuss why M&A and succession planning are not mutually exclusive. Click the above link to read the complete white paper.