Successors

Shaping the future of wealth

Being part of the rising generation is both a privilege and a meaningful responsibility. It empowers you to help shape your own future, as well as your family’s story and the prosperity of generations to come.

We appreciate the unique nuances of this position. For more than 100 years, we’ve guided generation after generation through the challenges, expectations and opportunities of succession, drawing on our extensive experience with a diverse array of families. With our insight and knowledge, and the right practical support, you’ll be prepared to sustain a legacy and establish your own goals and vision.

It means that, when the time is right, you’re ready to step into your role with clarity—driven by the possibilities of your wealth and strengthened by your family’s values.

Establishing your role

Succession encompasses far more than just financial responsibility, impacting familial and personal relationships. We offer guidance on how to navigate this unique position and empower you to ask the right questions about your future.

Realising your vision

We understand that you see wealth differently, driven not just by preservation but by emerging concerns and charitable involvement. Our knowledge helps identify what matters most to you, and how you can make an impact with value-driven investments and philanthropic causes.

Guided by ambition

Wherever life has taken you, our global presence means that we can support investments across jurisdictions, supporting diversified and emerging interests in multiple geographies.

Five questions the rising generation often ask

1

How am I going to deal with new responsibilities?

2

What’s the point of working?

3

How will I live up to the success of my parents?

4

How can I align my wealth to my values?

5

How can I tell my parents what I actually want to do?

We understand you may have questions like these, and we welcome the opportunity to discuss them with you and provide answers tailored to your unique circumstances.

NextList

A selection of books and experiences designed to inspire big thinking and chart new paths forward.

Related insights

Passing on the business gene: Nurturing an entrepreneurial spirit in the next generation

Engage with fellow leaders paving the way forward

Contact us to discuss how we can support you enhance and sustain a legacy.

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