succession planning

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

He will remain on Berkshire’s board as chair emeritus

The adage “shirtsleeves to shirtsleeves in three generations” is almost a cliche, but for the fact that the challenge of sustaining multigenerational wealth is universal.