Our first FOS Spotlights recording is now live, co‑hosted with Tugdual Level - Chitrit and 𝐌𝐚𝐡𝐢𝐫 𝐄𝐲𝐯𝐚𝐳𝐨𝐯 Our guest is Darla G. Wilton, an executive leader and change agent in organizational development, strategic planning & execution, and leadership known for turning strategy into real value‑creation.

The great wealth transfer isn’t only a tax and structuring story. It’s also about what happens inside the room when successors don’t feel they fully deserve the capital they’re being asked to steward.

• What changed: supply-chain breaches (luxury/lifestyle, tax/accounting), RaaS hitting shared advisers, AI-enabled impersonation, and “data exhaust” from public lives. • Why it’s different for FOs: the blast radius isn’t just systems—it’s children’s schools, travel patterns, structures, and future deal intent. • A 12-month resilience roadmap the governance committee

Most family offices treat retreats as “lifestyle.” But the best ones use them as governance in motion. In this edition of Strategic Voices, I sat down with Jake Haupert, Founder & CEO of the Transformational Travel Council, to explore how well-designed travel can strengthen what matters most in multi-generational stewardship: coherence, trust, and decision readiness