Succession Planning and Family Office Management with Octavian Pilati

03/14/25 • 39 min

R. Adam Smith welcomes Octavian Pilati, an investor, strategist, and founder of The Anti-Fragile Family consultancy. Born into an Austrian aristocratic family with a millennium of heritage, Octavian shares his unique journey into family enterprise leadership following a crisis. The conversation explores critical aspects of family financial planning in multigenerational contexts, including next-gen leadership preparation, the merit versus entitlement approach, and communication strategies that build trust. Octavian offers valuable insights on family wealth office dynamics, resilience building, and the importance of balancing internal family knowledge with external expertise when navigating transitions and succession planning.

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Family Business Audiocast - Succession Planning and Family Office Management with Octavian Pilati

Transcript

R. Adam Smith: Welcome to the Family Business Audio Cast on LinkedIn. I'm Adam Smith, creator of this podcast series and a warm thank you to our live audience on LinkedIn today and for those listening in the future as well. Today, I am very pleased to host my friend and former event guest, Octavian Pilati. Octavian, it's great to have you here today. Thank you so much for joining.

Octavian Pilati: My pleasure to be here. Thank you for the invitation.