Rimon Partner Patricia Annino Authors FFI Practitioner Article on AI and the Future of Family Inheritance

Rimon Partner Patricia Annino recently authored an article for FFI Practitioner exploring how artificial intelligence may reshape the way family enterprises preserve and transfer knowledge across generations.

In the article, Annino examines the concept of AI as a potential “fifth inheritance”—the ability to preserve a founder’s judgment alongside wealth, values, authority, and identity. She discusses both the opportunities and governance challenges that arise as AI increasingly intersects with succession planning, family governance, trusts and estates, and stewardship. The article encourages families and advisors to consider how emerging technologies can support future generations without limiting their ability to develop independent judgment.

Annino is a Partner in Rimon’s Trusts & Estates Group and has more than 30 years of experience advising families, family enterprises, and owners of closely held businesses on estate planning, succession, governance, philanthropy, and wealth transfer. She is an FFI Fellow, recipient of the Richard Beckhard Practice Award, founding member of the FFI 2086 Society, and serves on the FFI Board of Directors.

Read the full article here.