Like elephants, great families never forget: why legacy planning is the real alpha
Like elephants, great families never forget: why legacy planning is the real alpha
Elephants survive because of memory.
When drought strikes, the matriarch leads her herd to hidden water — knowledge passed down across generations.
UHNW families face a parallel challenge. Wealth continuity depends not just on assets, but on memory codified as governance, succession, and values.
UBS reports that two-thirds of family offices rank succession as their top risk — yet less than half have a formal plan. Without it, the herd scatters.
That’s what enduring wealth stewardship looks like:
→ Memory institutionalized, not improvised
→ Succession embedded in process, not personality
→ Purpose carried forward, not diluted in transition
At Eagle Talon, we look for this kind of strategic continuity:
→ Is the governance framework codified, or dependent on a few voices?
→ Does the family system preserve alignment across generations?
→ Can capital be preserved and values transmitted together?
Because legacy is more than preservation.
It’s forward motion shaped by judgment — and built to endure.
