Transcribed
Why the Third Generation Loses the Wealth
Aug 12, 2026 ·
35m 10s
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Why the Third Generation Loses the Wealth
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Description
Generational wealth disappears from most families by the third generation, not because of bad luck, but because the governance, communication, and succession structures were never built to hold it. The...
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Generational wealth disappears from most families by the third generation, not because of bad luck, but because the governance, communication, and succession structures were never built to hold it. The missing piece is never the money.
Susan Lindeque spent 14 years as the chief investment officer of a single family office managing wealth across three generations and multiple countries, then founded Avestix to share what she learned. After this episode, you will know exactly what the families who keep their wealth do differently.
Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com
show less
Susan Lindeque spent 14 years as the chief investment officer of a single family office managing wealth across three generations and multiple countries, then founded Avestix to share what she learned. After this episode, you will know exactly what the families who keep their wealth do differently.
Connect with Susan Lindeque
🌐 Website: www.avestix.com
🔗 LinkedIn: https://www.linkedin.com/in/susanlindeque
📩 Email: susan@avestix.com
Information
| Author | Stacey Chillemi |
| Organization | Advisor Global Mediaâ„¢ |
| Website | - |
| Tags |
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