The next 25 years will see a huge transfer of private wealth to new generations. Philanthropy, entrepreneurship, pandemic disease, conflict and climate change all feed into conversations that a succeeding generation may view differently to the last. Successful individuals and families need to plan for wealth transfer in this complex context, which means keeping the structures and policies that govern their affairs under review, ensuring they are fit for any altered purpose.
‘Lessons in Legacy’ is a four-part series exploring what legacy now means in the twenty first century to help successful individuals, families and their associated business ventures navigate a new terrain.
We have touched on our most recent research, drawing on the insights of our network, and begun to break down some of the themes which are now front of mind with those heading HNW and UHNW families, those in the next generation – as well as the professionals who support them.
Download the chapter hereIn chapter’s two to four, we will delve into these topics in greater depth, with a view to inspiring constructive conversation and providing clear, informed commentary. Our focus will be:
The focus for us has, and always will be, to provide clear and pragmatic advice that factors in the fast pace of change in the world of private wealth.
See the full team