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Family business insights
Delve into the intricate world of family businesses, where succession planning, governance structures, wealth preservation and intergenerational wealth transfer take center stage. Whether you are part of a family business or a wealth manager supporting family clients, understanding these dynamics is key to navigating the challenges and opportunities they present.
Understanding family businesses and generational transition
These articles explore how multi-generational enterprises manage these transitions with clarity and foresight, focusing on strategies for governance, succession and preserving value for long-term success.
Entrepreneurial families and family wealth
Building legacies and bringing families together
Honouring the past whilst forging the future
Philanthropy is this family’s North Star
Becoming one of the world’s most lauded female chefs
The ABCs of Family Governance
Antoine Roland-Billecart ― Ripe for success
Alfredo De Massis ― Innovation through tradition
Jan Ryde ― The rest is business
Olivier Audemars and Ilaria Resta ― Ahead of the times
Estate planning: tackling fundamental questions to build a secure legacy
Philippe d’Ornano ― Maintaining growth and success across generations
The psychology of wealth: fostering resilience and purpose in children
The race to become Asia’s wealth management hub
Family legacy: keeping the entrepreneurial spirit alive
Family offices on the impact front line
Robert Buchbauer - Insights and lessons from a broad and varied business career
Thinking aloud on personal values
Prevention is better than cure
Prevention is better than cure
USM - Fashionable Furnishing
Markus Boesch stands at the helm of one of the world’s most historic boat brands
Riedel - Tasting the difference with the right wine glass
Kvadrat - Combining agility and a long-haul view to fuel success
How an entrepreneur broke the glass ceiling to take over and expand an Indonesian family business.
How a boutique Brazilian company is leading a ‘green steel’ revolution
A closer look at the pitfalls and opportunities of investing in family businesses
The family-run golf company on course for generations of success
Federico de Majo on the power of innovation and his ‘brand before product’ approach to business
Carl Hansen & Son found success by trusting in quality and craftsmanship
Expanding the family business
Taking over the family boulangerie business
Nachson Mimran on how family offices should drive change
Swiss inheritance law to be modernised
Taking over the family wine business
The success of Gaja’s winery is built around tradition and innovation
Resources to navigate family business challenges
With years of experience supporting families and family businesses, we provide a wealth of knowledge through our articles and research to guide them in navigating the complexities of governance, succession, and legacy planning.
Governance and management in family businesses
In family businesses, effective governance and aligned management practices are crucial to ensure continuity, growth and shared purpose. By establishing clear decision-making processes and adapting to change, family businesses can build a strong foundation for long-term success.
Succession planning and wealth preservation
Succession planning goes beyond selecting a new leader, it involves preparing the next generation, structuring ownership and safeguarding wealth. Thoughtful strategies help family businesses maintain their entrepreneurial spirit while maintaining their legacy for years to come.
Intergenerational wealth transfer as legacy strategy
Transferring wealth and business leadership across generations calls for more than financial planning, it also requires clarity of purpose, family cohesion and structured frameworks. By focusing on legacy governance and shared values, families can navigate these transitions with clarity.
