Forbes Feature | Three Perspectives on Sustaining Control of Family Assets

How do ultra-wealthy families sustain asset control across generations? In a recent Forbes article, TIGER 21 Founder & Chairman Michael Sonnenfeldt, TIGER 21 Chair Doug Johnson, and Tom Ruggie, founder and CEO of Destiny Family Office, share critical insights on governance, timing, and wealth preservation strategies that determine long-term success.
All three converge on a central truth: that control is the most common dimension families misjudge. Sonnenfeldt emphasizes establishing governance before questions emerge. Johnson highlights prioritizing purpose over tax-driven structures. Ruggie advocates a “barbell” risk approach that balances preservation with concentrated opportunity.
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