About Us Succession Planning
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Stronger together. What we can learn from successful families.
Families are the smallest entity in society. Within this social microcosm, the basics of communication and issue resolution are both taught and learnt. Generations not only confront each other but also progress together toward common family goals, providing a global blueprint to long-term success.
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A new generation. A new approach to wealth.
Millennials have soundly made their mark in the world through their interests, innovations, and entrepreneurial power. Their large population, with change makers native to new influencing channels and disruption, has already shown that being entrepreneurial is more than a business term: it's a mindset to take opportunities and risks and set progress in motion.
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Thinking about tomorrow: The foundations for your wealth today and beyond your lifetime.
In a changing world with fast evolving societies and a population having the longest lifespan expectancy in history, it is important to consider the meaning of wealth and what you want to achieve with it so that its legacy can last. Discovering common values with the inheriting generation is the first step in cementing that legacy.
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From family to dynasty. Staying successful across generations.
How should families work together to stay successful in the long term? The way families communicate is fundamental to how the Next Generation steers the family legacy.
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Listen. Debate. Create. How to involve the Next Generation to safeguard the family legacy.
Individuals who are about to take over the family business often feel that their family should have more open conversations about wealth and topics related to their business. Pulling together as a family can generate energies to successfully tackle make-or-break situations, as the new report "Creating a world with the Next Generation" shows.
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A unique partnership with upcoming change makers: The Global Next Generation Report
As the Next Generation faces the growing responsibility of inheriting their families' business, wealth or legacies, the report "Creating a world with the Next Generation", a collaboration between Credit Suisse and the Young Investors Organization (YIO), provides a unique look into the NextGen's expectations, needs and ambitions.
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The generation that wants to change the world. Now.
At this year's WEF 2019, we met with the next generation of entrepreneurs, top managers of established multi-national businesses, investment professionals and global philanthropists. What do they all have in common? A mission to tackle the world's most pressing challenges.
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Driven by a mission. How young investors are shaping the future.
The purpose of wealth can differ widely. It can be managed exclusively for returns. Or it can be used to help solve the world's problems at the same time. Members of the next generation of influential families speak about their mission – and how they are about to achieve their goals.
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Money and its soft facts. Ensuring harmonious succession in families.
The meaning of wealth can vary across family generations: security for the first generation, freedom for the second, and often responsibility or even a burden for the third.
