Cultivating a purposeful family legacy
For families focused on transferring wealth across generations, the journey can be transformative. Longer life expectancies and multifaceted family relationships demand more than a simple, transactional wealth transfer. Instead, consider how a multi-generational wealth plan can create lasting value by encouraging dialogue, aligning shared values, and ultimately crafting a legacy that resonates far beyond financial preservation.
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Investment solutions
Many longer-term investors such as families are taking an endowment-style approach seeking to preserve the purchasing power of their assets in perpetuity, with less short-term volatility. Families may also turn towards private markets.
Learn more about our investment services
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Wealth solutions
Our trusted experts can help family members understand one another’s perspective, and guide them towards common ground where they agree a shared identity and values. A multi-generational wealth plan can then be designed, focused on the long term and designed to realise the family’s goals.
Learn more about our wealth solution services
Pictet, cultivating family wealth across generations
Pictet has two centuries of investment experience as a trusted partner for wealthy individuals and families around the world. As an independent partnership, our structure provides the ideal balance between thinking like a family and thinking like a business. We do not have external shareholders. Our owners are our managers. This model has allowed us to grow organically for more than 200 years. Through market cycles, geopolitical disorder, and climate chaos, Pictet has shown resilience. In that time, we have developed a deep knowledge of long-term wealth management. This rich heritage makes Pictet the partner of choice for those seeking to pass on wealth across generations, supported by a firm that embodies the values and insights of family legacy.
Related reads
Family business
Building legacies and bringing families together
Every entrepreneurial family is unique, and so is the way each will choose to transfer its wealth, identity and legacy down the generations. Here, we speak with Pictet’s Honora Ducatillon and Christoph Courth about building a legacy and how to successfully manage intergenerational wealth transfer.
Family business
Honouring the past whilst forging the future
Sisters Marie and Valentine Barbier-Mueller had to take over the leadership of their family’s company in dramatic and challenging circumstances. But their father’s long-term planning and preparation guided the way forward. Today, the pair share the CEO role and take a view of the future that is based in humility and a hard-earned sense of perspective.
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Philanthropy is this family’s North Star
Vince Fong is the fourth generation of the family that owns and runs one of Hong Kong’s biggest private real-estate companies. While his older brother joined the family firm, Vince has forged his own path as a serial entrepreneur. Here, we find out how that dynamic plays out and learn how the values of humility and generosity have been passed down the generations.
Family business
Becoming one of the world’s most lauded female chefs
How Anne-Sophie Pic turned her family’s famous restaurant into a global culinary empire spanning Lausanne to Hong Kong with her husband, and became one of the world’s most acclaimed female chefs in the process.
Philanthropy
Leaving a legacy through philanthropy
How can you use your wealth to benefit the generations to come?
Family business · 13 Aug 2025
The ABCs of Family Governance
As families expand and evolve, their needs and dynamics become more complex. Creating a family governance framework provides clarity around roles, supports strong relationships, and helps ensure the family’s legacy thrives across generations.
Society · 24 Oct 2024
Money moves: the changing nature of global mobility in wealth management
Alternative residency used to be a tool for facilitating travel, but now it’s an important strategy for building resilience in an increasingly complex world.
Macroeconomics · 17 Jul 2025
Embracing endowment-style investing
Endowment-style investing is about a disciplined, long-term approach to creating well-diversified portfolios built on solid strategic asset allocation.
Society · 08 Apr 2024
The evolution of generational wealth: how pioneering families are transforming their legacy
As the heirs to family businesses around the world progressively take on leadership roles, new ecosystems are emerging under their influence.
Alternatives · 06 Dec 2024
Unlocking hidden wealth: the rise of private assets
Amid low interest rates and increased market volatility, private assets have enjoyed solid growth as investors adopt a longer-term view in the hope of strong returns.
Alternatives · 15 Jan 2025
Beyond stocks & bonds: why universities invest in private assets
Some of the world’s biggest universities tap into private assets to generate returns for future generations.
Family business · 06 Jan 2025
Antoine Roland-Billecart ― Ripe for success
Billecart-Salmon is one of the world’s most historic and prestigious champagne houses. Here, sixth-generation co-owner Antoine Roland-Billecart shares an insight into how the business works and explains why a slower approach is sometimes best.
Family business · 18 Nov 2024
Alfredo De Massis ― Innovation through tradition
Professor Alfredo De Massis describes how family companies can ignite innovation, whilst also mitigating some of the biggest risks and challenges born out of family ownership.
Family business · 23 Oct 2024
Olivier Audemars and Ilaria Resta ― Ahead of the times
We sit down with the fourth-generation vice chairman of the board and the newly installed CEO of Audemars Piguet, one of Switzerland’s most iconic watch brands, and discuss how to run a company with a long history and high ambitions for the future.
Family business · 10 Oct 2024
Philippe d’Ornano ― Maintaining growth and success across generations
Whether it’s developing new products or investing in charitable projects to support society at large, family-owned cosmetics giant Sisley always adopts a long-term view. We speak to ceo and president Philippe d’Ornano about the company’s history and how it is facing up to an uncertain future.
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Ryuichiro Masuda ― Onwards and upwards
The fifth-generation owner of one of Japan’s most storied and revered family-owned sake breweries isn’t sentimental about tradition; in fact, he’s bringing new ideas and innovations to a centuries-old craft.
Family business · 24 Apr 2024
The psychology of wealth: fostering resilience and purpose in children
Raising children to have a responsible, resilient, and well-adjusted attitude to money is a challenge. Wealthy parents have their work cut out to impart drive, ambition, and a healthy attitude to money.
Family business · 30 Sept 2023
Prevention is better than cure
Where family feuds bleed into business – or vice versa – the consequences can be costly. Frictions over family affairs can trigger professional conflicts, and workplace problems filter into homes. The social boundaries that would curb a sharp word to a colleague become blurred when relationships are intimate – and lifelong. Preparing the way for handling, or preventing, difficult family disputes can save money as well as sanity, and keep both intact over the long-term.
