Our expertise
Our experience working with the Next Generation shows that when embarking on their journey to leave behind a lasting legacy, they seek to preserve and grow the family’s wealth, while taking on more responsibility. We’re here to support you in realizing your goals.
How we empower you
We are dedicated to helping you build financial confidence, grow personally, and connect with peers globally. Learn more from Benjamin Cavalli, Head of Strategic Clients, ÃÛ¶¹ÊÓƵ Global Wealth Management.
Wealth transition: key questions to ask yourself
How can I use my wealth to define my future role and responsibility in our family?​
How can I actively participate in the succession conversations within my family?
What do I need to know to support a successful transition of my wealth across generations?​
How can I improve my leadership skills to effectively support my family’s business or family office?
Insights for the Next Generation
Education and peer exchange can help the Next Generation find the answers and achieve their personal and professional goals.
With the Next Generation gaining significant wealth they face a unique set of challenges. However, their investing preferences could create new opportunities.
Some trends are already emerging.
- 0 %
of today’s billionaires say they are proud of the life they’ve built for their family*
- 0 %
of the Next Generation has new and innovative ideas about how to manage the family’s wealth*
- 0 %
of families define and share values with the Next Generation to create a more sustainable future*
*Source: ÃÛ¶¹ÊÓƵ Billionaire Survey 2024.
Next Generation report
Our report sheds light on the needs, interests and aspirations of the Next Generation and their families. It presents real life case studies of intergenerational challenges and wealth transfer solutions.
Navigating the Great Wealth Transfer
Prof. Dr. Wolfgang Jenewein shares his insights on the challenges of managing the family wealth across generations and the importance of agreeing on values and avoiding conflict.
Explore our solutions for the Next Generation
ÃÛ¶¹ÊÓƵ will partner with you and your families at every stage of your journey. Learn more about our wealth transfer advisory solutions, education programs and partnerships.
Discovering your key needs and wants
Discovering your key needs and wants
Together we’ll explore your specific needs as a member of the Next Generation and draw a personal learning journey – whether it is assessing your future responsibilities, considering your individual preferences, providing you with relevant education in understanding wealth management or mastering your family’s communication.
Education
Building your Next Generation skills
Building your Next Generation skills
We help prepare the Next Generation for their future roles by providing education to boost financial literacy and confidence, foster leadership skills, and address family communication and governance topics.
Our solutions
- Global education programs
- Industry Insights: expert advice, current business trends,Â
- Business sentiment insights from peers
- Peer exchange
- Support and advice for all stages of your business
Partnerships
Connecting you with peers and experts
Connecting you with peers and experts
We connect the Next Generation and their families to peers, relevant experts and networks. This supports the Next Generation in reaching their personal and professional growth goals through unique experiences and special connections.
Our solutions
- Global education programs
- Partnership with the Young Investors Organisation
A leading wealth manager for the Next Generation
Proud to be recognized for our award-winning worldwide wealth management services.
Financial advice for your individual needs
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.
ÃÛ¶¹ÊÓƵ does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.
Connect with us
Together, we can help you pursue your goals.
