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Your family's wealth is more than assets—it’s a platform for legacy. Let's ensure it serves generations to come. Welcome to RRA Generation.
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Family office services APPROACH FAMILY ENTERPRISE ADVISORS CONTACT
49%of family enterprise leaders globally think their organization has an excellent culture.
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43%of family enterprise leaders globally say their organization is ahead of competitors on innovation.
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54%of family enterprise leaders globally think their organization maintains operational excellence.
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Source: Global Leadership Monitor H1 2024, RRA |
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Managing significant family wealth requires more than financial acumen—it demands an understanding of the complex interplay between family dynamics, investment management, wealth planning, family services, philanthropy, and legacy.
You're balancing traditional wealth preservation with new opportunities, managing diverse family interests while maintaining direction, and preparing next generations for stewardship while respecting individual paths.
That’s where RRA Generation comes in.
Our deep expertise with family offices and the challenges they face means that we can support you with a range of issues, from recruiting family office leaders, including board members and advisory directors, CEOs, presidents, chief investment officers, CFOs, and other functional leaders, to leadership succession planning, executive assessment and development, and governance effectiveness.
Our family offices services
Every family enterprise faces pivotal tensions in their journey, guided by common threads of legacy, innovation, and the desire to build something that lasts.
Navigating these challenges demands a leadership strategy that recognizes the intricate web of relationships, values, and aspirations that make your business unique. That’s RRA Generation. We are prepared to address your multi-dimensional needs.
The tension
How to secure family harmony while driving necessary change.
Our approach
Our approach Leadership transitions in family offices affect everything from investment strategies to family dynamics. The stakes are particularly high when managing intergenerational wealth and legacy. We help you create succession frameworks that preserve wealth, family services, and relationships. We ensure smooth transitions that maintain stability while welcoming fresh perspectives—helping preserve both financial and family capital across generations.
The tension
How to preserve your legacy while attracting fresh perspectives.
Our approach
Family office success requires professionals who can balance technical expertise with a deep appreciation for family values and dynamics. Through our executive search, executive assessment, and development offerings, we help you identify, recruit, assess, and develop leadership talent that can navigate the complexities of leading family offices, including the nuances of serving family members and a diverse group of stakeholders. Our development programs create pathways for family members and family office employees to grow into their roles effectively.
The tension
How to protect your core values while evolving your culture.
Our approach
Modern family offices must blend traditional values with professional standards. It's about creating an environment where both family members and external professionals feel aligned and motivated. We help you build cultural frameworks that honor family traditions while embedding professional excellence. We focus on developing shared values and practices that unite everyone around your family's long-term vision. This creates a culture where heritage and innovation strengthen each other.
The tension
How to maintain continuity while embracing innovation.
Our approach
Family offices face increasing pressure to continually modernize their operations and tackle issues like AI, sustainability, and organizational transformation, all while maintaining their fundamental purpose of serving family interests. We help you navigate this evolution, with a process that ensures new technologies and approaches enhance rather than complicate your ability to serve family needs. This balanced approach to transformation keeps you current while maintaining focus on your core mission.
The tension
How to develop future-focused individuals while honoring family values.
Our approach
By understanding the technical elements of family offices, day-to-day family service needs, and longer-term strategic initiatives, we ensure your future leadership team will protect and grow your legacy, seek to enhance family relationships, and adapt to change.
Through rigorous assessment of leadership potential and clear development journeys, we help prepare leaders to thrive in this distinctive space, ensuring they can navigate daily requirements, while honoring your family's unique values, philanthropic goals, and next-generation priorities.
The tension
How to establish governance that provides both control and flexibility.
Our approach
Family office governance must protect both assets and relationships while providing clear direction for leaders. We focus on building boards and governance frameworks that can balance family representation with independent expertise, that oversee without overstepping, and that respect family wishes while enabling operational excellence.
Family Enterprise FoundationsDiscover how our family enterprise advisors can guide your family foundation through the complexities of modern philanthropy. | ||
A partnership built on understanding
Your business isn't just another enterprise—it’s a legacy in the making. That's why we developed RRA Generation.
Let's have a conversation about where you want to take your business next. Whether you're navigating today’s challenges or planning for tomorrow’s successes, we are here.
Chances are when you meet with us, you’ll do most of the talking and we’ll do most of the listening. Together, we’ll figure out the right leadership solutions for your business. Don’t expect PowerPoints and flow charts. Do expect our full attention and commitment to understanding you. Only then can we begin to help.
Global family offices leader
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Jeff is a trusted advisor to clients around their leadership needs including family offices and foundations. He has led searches for family office leaders for organizations serving multi-generational families as well as first generation, newly formed family offices. Jeff was recently featured by Business Insider as one of "The top 8 recruiters you need to know if you want to work in a family office." |
Your team of family enterprise advisors
Led by Justus O’Brien, our global family enterprise advisory practice brings decades of experience working with family enterprises globally, whatever stage of their journey. We recognize that family enterprises represent something extraordinary—where legacy meets innovation, family meets business, and shared values create powerful business advantages. Our commitment extends beyond traditional consulting—we build enduring relationships to become trusted partners in family enterprises for generations to come.
Connect with Our TeamFeatured 7 min read
Featured 7 min read
CONNECT WITH OUR FAMILY ENTERPRISE TEAM
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