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.

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.

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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.

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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.