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CEO Succession Plans – COVID-19’s Impact on RIAs & Multi-Family Offices – June 2020

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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.

About Kathy Freeman Company

Kathy Freeman Company is a U.S. based strategic advisor to the investment industry and a national, retained, executive search firm. Named a Forbes Top 250 Executive Recruiting Firm in 2018 & 2019.

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White Papers

  • Talent Trends Report – Asset Management Distribution Leadership – October 2020
  • CEO Succession Plans – COVID-19's Impact on RIAs & Multi-Family Offices – June 2020
  • 10th Annual Executive Talent Trends Report – 2019

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