Herbert & Webster Ltd Independent Financial Advisers - IFA - Chartered

26/06/2025

🌟 Bridging Generations: The Heart of Our Succession Planning 🌟

We commit to the future of the families we serve through succession planning.

Recent insights from Campden Wealth and AlTi Tiedemann Global reveal a critical gap in family offices: while many engage the next generation, they often lack structured development and educational pathways.

🔍 Key Findings:

➡️60% of next-gen family members attend board meetings, but few receive structured development.
➡️23% of family offices have recently implemented family engagement and education initiatives.

Succession planning remains one of the least satisfactory services offered.
These findings highlight the need for a clear, structured approach to succession planning.

At Herbert and Webster, we:

➡️ Engage and Educate: We involve the next generation and prepare them for future leadership.
➡️ Tailor Strategies: We design bespoke solutions to meet the unique needs of each family, fostering a sense of purpose and financial literacy.
➡️ Ensure Long-Term Success: We bridge the generational gap to preserve and grow wealth across generations.

Ready to secure your family's future? Contact us today.

Succession planning is still incomplete in over half of family offices, a report from Campden Wealth and AlTi Tiedemann Global found.

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