succession planning

Founders’ desire to stay in control is a key hurdle to such financial planning

Firms that adapt their proposition, technology and service model will be best placed to keep the client relationship

Gaps in valuation expectations are also most-cited cause of family misalignment during exit decisions in region

Forum panellists agree that wealthy families need to give their younger members space to make decisions

Beyond shaping their assets’ future ownership, families need to do as much to develop their future stewards

With wealth creation becoming less of a challenge, we can now decide what we want that wealth to achieve

While accumulation and preservation remain essential, they are no longer the end of the story

Regardless of which side one lands on, the same concerns about preservation, purpose and harmony apply

Younger customers are prioritising investment performance, pricing and access to more products and platforms