The largest wealth transfer in human history is already underway — and most families aren’t prepared. Political risk is rising, next-gen values are shifting fast, and the old playbook for wealth, mobility, and legacy no longer works. If you want to understand what’s coming — and how families can navigate it — this episode is essential listening.

In this episode of Wealth Office, Michael Macfarlane sits down with Philip Marcovici — globally respected wealth advisor, author, and expert on family governance — for a conversation that goes far beyond financial structures.

Together they explore the forces transforming global families today: the unprecedented intergenerational wealth transfer, rising political and regulatory risk, shifting generational values, and the emotional and psychological dynamics that can either strengthen or fracture a family’s legacy.

Philip shares rare insights from decades of working directly with international families and governments, offering a candid look at the realities behind succession planning, mobility, philanthropy, and the changing role of wealth in society. This is an honest, thoughtful discussion about purpose, responsibility, and what it truly takes to build multi-generational resilience.

In this episode:

• Why communication is the real foundation of successful wealth transfer

• How political instability is reshaping where families live, invest, and create impact

• The rise of purpose-driven wealth and regenerative philanthropy

• What next-gen inheritors are demanding — and why families must adapt

• The hidden emotional and psychological dynamics that determine long-term success

Whether you advise families, lead one, or are preparing for the responsibility of inheritance, this episode offers fresh clarity on how to navigate a rapidly changing landscape.

Listen now for an essential perspective on the future of private wealth.