Campaign Succession Planning

Succession Planning

Can he inherit your ambition as well as your wealth?

Created to help your children inherit your ambition as well as your wealth

You have worked hard to get where you are today. Your goal now is to ensure that your loved ones continue to benefit from the wealth you’ve created, and that they themselves pass it on to future generations. Credit Suisse’s team of global and local experts is ready to guide you and oversee a smooth and successful transfer of the assets and wealth that you’ve accumulated.

Moreover, the aim of our Succession Planning service is to help pass on some of the ambition that created that wealth. We think it’s important that your children appreciate and understand their emerging role as custodians of your assets, which is why we have created a number of initiatives to prepare them.

Our six day flagship Young Investor Program, Asian-focused Legacy Program and our year-round Asia Pacific Work Experience Program are just two some of the ways we can connect with the next generation and ensure your children can accept the responsibility that goes with accepting your wealth.

Credit Suisse Research Institute

"Family businesses" have been a key focus of research at Credit Suisse. This dates back to 2007, when we launched the CS Family Business Index of listed family companies exhibiting best in class financial characteristics. Since then, we have continued to publish articles on the topic with reports such as "The Life Cycle of UK Family Businesses" and more recently the "Asian Family Business Report."

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The Credit Suisse Global Wealth Report provides the most comprehensive and up-to-date source of information on global household wealth.

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