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When families think about succession, one question quickly comes to the surface: Who can we call on for support and advice? The next generation rarely relies on a single source of guidance. Often, the first port of call is conversations with friends in similar situations. Peer insights are most popular (27%), just ahead of wealth managers (21%). Other advisors such as family officers (13%), lawyers (14%) and tax advisors (16%) rank roughly even. One thing emerges though – at different parts of the journey, different advice is needed and the strongest advisory ecosystems combine trusted relationships, technical expertise and valuable peer connections. Who do you turn to for advice when making important decisions? Share your go-to sources in the comments. #ShareUBS #SuccessionPlanning #NextGen #WealthManagement #FamilyWealth

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