Succession Planning

LGA Insights – October 2025

These last few months have been filled with activity, as we’ve expanded our global footprint through the addition of new team members, and increased our presence in Asia, Africa and the Middle East. Later this summer, we will begin publishing episodes for the second season of our LGA Lighthouse Podcast, and will continue sharing fresh insights through a variety of articles, interviews, and other thoughtful content generated by our global advisory team.

Within that context, we’re thrilled to share with you the latest reflections from our Partner, Fernanda Jaramillo. In this edition of LGA Insights, Fernanda describes the importance for enterprising families of establishing and maintaining a shared vision to ensure continuity and legacy—particularly in moments of generational transition.

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The Enterprising Family Tree: Nurturing Your Roots for Lasting Growth

Envisioning the family enterprise as a tree allows us to better understand the practical hierarchy at play: the roots represent the foundational family dynamics, the strong trunk embodies the ownership structure, and the expansive canopy symbolizes the diverse business ventures. This visual framework brings new clarity to the dynamic interplay of roles, responsibilities, and priorities across all facets of the family’s enterprise.

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