When embarking on the journey to leave behind a lasting legacy, the Next Generation seeks to preserve and grow the family’s wealth, while also helping to create a more compassionate, equitable, and environmentally sustainable future.

Next Generation is a mindset

As entrepreneurs, investors, future business leaders, enterprising family members and change-makers, the Next Generation challenges the status quo and looks upon wealth as a resource to drive positive change.
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The Next Generation wants to live their lives with purpose and passion. That is why they need to be included as early as possible in crucial family conversations about shared expectations surrounding wealth transition and legacy.
Viola Werner

Insights for the Next Generation

Who am I? What does wealth mean to me? What legacy do I want to leave behind? How do I communicate to my family what matters to me? What path do I choose? Education and peer exchange can help the Next Generation find the answers and achieve their personal and professional goals.
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Creating a world with the Next Generation

The Global NextGen Report “Creating a world with the Next Generation” is a joint publication of ۶Ƶ and the YIO, reflecting a long-standing collaboration. It sheds light on the needs, interests and aspirations of the NextGen and their families.

The publication presents real life case studies of intergenerational challenges and solutions aimed at triggering an open dialogue, and provides a toolkit to aid families at this critical Juncture. 

How we empower the Next Generation of our clients

Shedding more light on our past and future engagement with the Next Generation. Hear from Benjamin Cavalli, Head of Global Wealth Management Strategic Clients.

Navigating the Great Wealth Transfer

Prof. Dr. Wolfgang Jenewein, shares his insights on the challenges between generations and the importance of values.

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Boundaryless Success report

In the era of Industry 4.0, what pathways have the Next Generation of enterprising families started to pursue?

Three areas of expertise

Partnering with the next generation and their families for every stage of their journey 

Discovering key needs and wants

Together with you as a member of the Next Generation, we explore your specific needs and draw a personal learning journey – whether it is on assessing your future responsibilities, considering your individual preferences, providing you with relevant education in understanding wealth management or mastering your family’s communication.

Our solutions

  • Next Generation Advisory
  • Family advisory
  • Wealth planning
  • Succession and legacy planning
  • Strategic philanthropy
  • Family office setup, review and governance

Education

Education

Building 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, business sentiment insights from peers
  • Peer exchange
  • Support and advice for all stages of their businesses

Partnerships

Connecting to 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

Why ۶Ƶ is your right partner

Benefit from the expertise of the world’s leading wealth manager1. Every step of the way.
۶Ƶ head quarters

Globally connected, locally active

As a leading and truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized banks3. We are present in all major financial centers worldwide.

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Excellence for the long term

Between ۶Ƶ and Credit Suisse we bring 300 years of Swiss banking tradition and experience, building on a proven track record. Swiss quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic advice with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to ۶Ƶ’s full capabilities, world-class research for your investments and connectivity to peer networks.

1 "Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2023

2 Based on publicly available data.

3 ۶Ƶ AG. See information on our latest ratings here

Your capital is at risk. The value of an investment may fall as well as rise and you may not get back the original amount.

۶Ƶ 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.
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