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Sticky Baton

By: David Werdiger
Uncategorized
Sep 16
1 min read

 

The biggest mistake in succession planning?

Assuming the baton can be handed off when the time comes.

Great transitions happen long before the handoff.

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Seneca noticed something 2,000 years ago that's still true today: we'll go to war over a property line, but give away our time without a second thought.

This is exactly what we see in families navigating generational wealth transitions. The ones who succeed aren't just

Cal Newport says deep work needs deep rest. I’d argue rest isn't just what makes you productive, it's what makes a life sustainable.

Same principle, different scale: one's about your best week, the other's about your whole life. 🎥

Wealth transition isn't just a financial event, it's a human one.

In this conversation with Scott Fitzpatrick, we dig into what really determines whether a family's wealth (and legacy) survives the jump from one generation to the next.

It's rarely about the legal structures or

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