Activest Wealth Management announced the launch of its Family Office Governance Program, a new offering designed to help multigenerational families strengthen communication, improve decision-making, prepare future generations for leadership, and support long-term family cohesion.
Activest is an SEC-registered investment adviser serving ultra-high-net-worth families with complex planning, investment, and family office needs. The new program expands the firm’s work beyond investment management by focusing on governance, education, succession planning, and multigenerational wealth stewardship.
The Family Office Governance Program was developed in collaboration with family enterprise scholar and advisor Dennis T. Jaffe, Ph.D. The program is designed to move family governance from occasional advisory conversations into a structured and ongoing client experience.
The framework includes facilitated family meetings, governance design, multigenerational education, succession planning, and legacy-focused conversations. Activest said the program is tailored to each family’s circumstances, values, and long-term goals.
The offering is intended to help families address issues that often become more complex as wealth, family size, and generational involvement increase. These topics can include shared decision-making, communication norms, future leadership preparation, investment oversight, advisor relationships, and coordination around shared assets.
Activest said its approach integrates governance, education, family communication, and succession planning into a defined and repeatable service model. The program is grounded in academic research and practical experience, and it is designed to help families address important issues before a crisis emerges.
The program launched with an inaugural cohort of participating families. These families have engaged in structured governance planning, multigenerational educational sessions, and facilitated discussions focused on legacy, stewardship, and family decision-making.
Across the cohort, families have used the framework to begin conversations about long-term legacy and align around decisions involving shared assets, investment oversight, and advisor relationships.
Activest said the launch reflects a broader evolution in wealth management as advisers increasingly address the interpersonal and governance dynamics that can determine whether wealth endures across generations.
The firm plans to expand the program to additional client families while continuing to refine its practices in multigenerational wealth stewardship. Activest said the model is designed to be both highly personalized and scalable, giving families structure while preserving flexibility around their own values and circumstances.
KEY QUOTES:
“As families grow in size, complexity and wealth, the challenges they face extend well beyond investment management. The stewardship of wealth requires communication, shared values, thoughtful decision-making and the preparation of future generations. Under Dr. Jaffe’s guidance, our Family Office Governance Program is designed to give families the tools and structure to address these issues proactively and to strengthen their legacy over time.”
Isaac Wakszol, Chief Executive Officer of Activest Wealth Management
“Families are looking for guidance not only on managing financial capital, but also on preserving human capital, family culture and shared purpose. This program is designed to help them do exactly that.”
Isaac Wakszol, Chief Executive Officer of Activest Wealth Management
