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Wealth Advisor Daily
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Wednesday, October 21, 2026The Morning Brief →Sign in
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Elizabeth Thiessen

Bank of America Private Bank · Reported Oct 21
In network coverage since October 21, 2026 · 1 story
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BofA study: 37% said incoming principal was very prepared when transition occurred

A quarter of the 355 U.S. family offices surveyed have had a leadership transition in the last decade.
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