The Great Wealth Transfer is reshaping how families hold their assets and plan for the future, influencing decisions across generations.

As an unprecedented amount of wealth begins to move from the baby boomer generation to the next, families are approaching  succession with a renewed focus on advanced planning, governance and long-term stability. Increased global mobility, more complex asset bases and changing views of wealth across generations are  all contributing to a shift in thinking. Many families are placing greater emphasis on preparation and collaboration to support continuity and reduce the risk of conflict, particularly as intergenerational wealth transfers become more visible.

This page  brings together a number of themes and issues that explain the factors shaping modern succession planning and offers context for the decisions families need to consider. Whether you are beginning to think about long term plans or responding to new challenges, our insights sets out.
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Succession game

Can you protect the family legacy?

Explore succession scenarios faced by HNW families in our interactive game and learn how critical decisions shape wealth, governance and family stability.

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Couple looking forward

'It’ll never happen to us': the most common pitfalls of inheritance and succession

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From crypto to charity: how do the next generation view wealth and family legacies?

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Business meeting

The long road to succession in family businesses

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Family wealth structures: planning for future generations

Families managing significant wealth across generations often require structures that balance control and flexibility while supporting long-term succession planning. This page explores how family investment companies and family limited partnerships can be used in UK and cross-border contexts.

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Explore the latest insights on the themes shaping intergenerational wealth transfers and family succession

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