Mallory Findley

“The better approach is to begin while everyone is capable of participating really thoughtfully — as we like to say — while they're happy and healthy and here,”

Mallory Findley · said date not stated · reported 2026-08-20

Findley advises starting succession discussions early, while family members are healthy and able to participate thoughtfully.

“Our process is really to help families recognize that every family member brings value beyond financial contribution,”

Mallory Findley · said date not stated · reported 2026-08-20

Findley explains her process of helping families recognize non-financial contributions of each family member.

“So for the senior generation, oftentimes that looks like wisdom, family history, emotional steadiness, mentorship, or even just the ability to keep people in the family really connected.”

Mallory Findley · said date not stated · reported 2026-08-20

Findley describes how senior generation members can contribute wisdom, history, and mentorship beyond finances.