The art of succession planning
In January 2022, Credit Suisse invited select SFO clients from 50 countries across Europe, Latin America, the Middle East and Asia to participate in an online survey. The survey found that just over half of SFOs (53%) are finding it hard to include the next generation in decision making and manage the wealth transfer. In addition, one quarter (26%) find relationships within the family a significant business challenge.
In our first podcast, listen to Matthew Norman, Chief Investment Officer at Kenjiro Private Office, the London based single family office of a family originating from Japan, demystifying some common myths or ‘fears’ about intergenerational transition in family offices and sharing his experience and knowledge on the ‘Art of Succession Planning’.
Click the audio player below to listen to the full episode.