Activest Wealth Management Launches Family Office Governance Program for Multigenerational Families

Activest Wealth Management has introduced a new Family Office Governance Program aimed at assisting ultra-high-net-worth families with the complexities of multigenerational wealth stewardship. Developed in collaboration with family enterprise scholar Dr. Dennis T. Jaffe, the initiative provides a structured framework for communication, decision-making, and succession planning. This launch reflects a growing trend in the wealth management sector where firms are expanding beyond traditional investment advice to address the interpersonal and structural challenges that impact long-term legacy preservation.

Aventura-based Activest Wealth Management, an SEC-registered investment adviser, officially launched its Family Office Governance Program on July 8, 2026. The program was created alongside Dr. Dennis T. Jaffe, a prominent family enterprise scholar, to transform family governance from an ad-hoc advisory topic into a formalized, repeatable client experience. By integrating facilitated family meetings and governance design, the firm aims to help ultra-high-net-worth clients navigate the increasing complexity that accompanies growing family size and wealth.

Isaac Wakszol, CEO of Activest, emphasized that the stewardship of wealth requires more than just investment management; it necessitates shared values and the proactive preparation of future leaders. The program includes multigenerational education and legacy-focused conversations designed to address sensitive topics often deferred until a crisis occurs. According to Wakszol, the framework provides families with the necessary tools to manage human capital and preserve family culture, ensuring that shared assets and advisor relationships are coordinated effectively across generations.

The program has already commenced with an inaugural cohort of families who are utilizing the framework to open dialogues regarding long-term legacy and investment oversight. Activest views this launch as a significant step in the evolution of the wealth management industry, where advisors are increasingly tasked with solving the interpersonal issues that determine whether wealth survives generational transfers. The firm intends to scale this personalized offering to additional clients, focusing on the preservation of international wealth and the alignment of financial resources with a family's long-term purpose.