Family office third-generation succession genogram
This succession genogram shows a family office at the point where third-generation development becomes a governance question. The founder is deceased, the three second-generation siblings hold a near-equal ownership split, and their roles are separated into board chair, trustee, and investor.
Open it in the AI editor with a prompt pre-filled — keep what works, change what doesn't.
Scenario
A family office is preparing third-generation development while the second generation retains ownership and governance control. The genogram makes roles, branch representation, and the proposed trustee pipeline visible without treating all descendants as successors.
Key decisions
- Balanced ownership: Nadia, Paul, and Simon hold a visible 34/33/33 split.
- Separate governance roles: Board chair, trustee, and investor roles are distinct.
- Third-generation development: Mia is a future trustee and Ava is an analyst, not presumed owners.
- Family-council link: May's role connects the founder generation to current governance.
When to reuse this
Use this configuration for a family office moving from second-generation control toward structured third-generation participation. Add trust terms and beneficiary details in the governing documents, not on the genogram.
Frequently asked questions
Why do the ownership labels total 100%?
Why are Mia and Ava given different roles?
Does the genogram show trust beneficiaries?
Tweak it with chat, export PNG/SVG, or fork it for your own use case.