Overview
As significant wealth transfers reshape the global private wealth landscape, family offices and ultra-high-net-worth families are facing a growing need to ensure continuity across generations. Preserving wealth today is no longer only a financial exercise, it requires careful alignment of governance, values, and long-term vision.
Delivered in strategic partnership with ADIO and in partnership with CFA Institute, this webinar explores how families can design and implement robust succession strategies that safeguard their legacy while navigating increasing complexity in regulatory environments and investment structures. It will provide a practical perspective on structuring for continuity, balancing legal and governance considerations with the realities of intergenerational relationships.
Through expert insights, the webinar will also address how families can manage dynamics, minimise potential conflict, and build frameworks that enable a smooth and resilient transition of wealth and responsibility across generations.
Timings:
9:00 AM BST | 12:00 PM GST
Key takeaways
- Identify effective strategies for intergenerational wealth transfer and estate continuity
- Understand the role of trusts, foundations, and legal structures in inheritance planning
- Explore approaches to navigating family dynamics, governance challenges, and succession-related conflict
Why join
- Gain clarity on how to structure succession plans for long-term continuity
- Understand best practices used by leading family offices globally
- Learn how to balance financial strategy with family dynamics and governance
- Stay informed on the latest approaches to managing multigenerational wealth
Speakers
