Jason Ma chairs Opal Group’s Family Office & Private Wealth Legacy Summit 2025 in the Hamptons and moderates the opening panel, “Bridging Generations—Wealth Transfer Dialogues Between Parents and Heirs.” This is an excerpt from the 50-minute panel with 10 speakers: one grandparent, five parents, and four Next Gens—four Boomers, three Gen Xers, one Millennial, and two Gen Zs.
