Family offices · Podcast

Engineering a Successful Transfer of Family Capital and Wisdom With Ken Costa

For family office professionals and advisors, the episode focuses on the non-financial side of succession: how values, relationships and purpose are passed to the next generation. It also offers guidance on building stronger partnerships and facilitating transitions across generations.

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Summary

By the family offices desk

FOXcast interviews investment banker and author Ken Costa about the generational transfer of family wealth and wisdom. The conversation covers the estimated $100 trillion handover from boomers to Gen Z, the transfer of intangible family assets such as values, relationships and purpose, and how families can prepare future generations for stewardship. Costa also discusses a “co-” mindset built around collaboration, co-creation and shared ownership in family enterprises.

Ken Costa describes the generational wealth handoff as more than the movement of financial capital.
The conversation addresses an estimated $100 trillion transition from boomers to Gen Z.
Costa says intangible family assets, including wisdom, relationships, values and purpose, can be harder to pass on than financial assets.
He discusses a “co-” mindset emphasizing collaboration, co-creation and shared ownership in designing the future of the family enterprise.

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