Wealth Planning Guide

Wealth planning demystified

Our Wealth Planning Guide is a dynamic repository of information on the art of wealth planning. It is regularly updated with fresh insights – showcasing our work, conferences, publications, and events.

We are driven by a strong passion for continuous learning and development. We are enthusiastic about openly sharing our knowledge and experience, together with carefully chosen industry leaders.

Our aim is to promote holistic, purpose-driven wealth planning to a wider audience, in the spirit of reciprocity and collaboration.

Picturesque Aphorisms

Gain new perspectives on the challenges facing wealth owners
through visuals with words

Decoding wealth

Navigate the complexities of
wealth planning with our
comprehensive guidance

Conduct Conversations

Explore today’s key wealth
planning topics, together
with our experts

Picturesque Aphorisms

Why should I invest in creating my wealth plan?

Creating wealth is just the beginning. We explore how to navigate it for generations to come.

Learn more

The importance of checks and balances in wealth planning

First things first: what are the governance and control mechanisms of your wealth plan? We explore the importance of a robust system.

Learn more

Does your wealth plan consider and strengthen your important relationships?

Why a strong wealth plan should balance tactical planning tools with emotional bonds.

Learn more

Is unresolved conflict obstructing your succession planning?

Why recognising and managing family ties is critical to realising your intentions for your planning

Learn more

Hidden motives: is a gift ever just a gift?

On the art of giving, the hidden costs of generosity, and how it can foster a sense of entitlement or stewardship

Learn more

The search for entrepreneurial equilibrium: how founders can achieve true work-life balance

Balancing an entrepreneurial spirit with personal well-being is a dynamic journey. It requires a blend of strategic self-care, robust relationships, and mindful adaptation

Learn more

Shattering successions: King Lear’s lessons for business handovers

Who gets a share and say in the family business?
We explore the principles and governance of dividing a business

Learn more

When does financial wealth teach us the wrong lessons?

In a world of deals and transactions, we expand our notion of the meaning of wealth

Learn more

Trusting in a rapidly changing world:
managing risks and diversification for wealth planning

The world is full of unpredictability. We unpack the essential strategies for mitigating risk across geopolitical, asset, and personal dimensions

Learn more

Premature inheritances: the pitfalls of asset transfer without strategic wealth planning

Premature inheritances are intended to guard against threats. But without strategic wealth planning, they can disrupt business operations, family harmony, and important relationships

Learn more

Sustaining virtues and values in the face of abundance

How can wealthy families maintain motivation and resilience (with insights from Thomas Mann’s “Buddenbrooks”)

Learn more

Is your family a dictatorship, a democracy, or an anarchy? And does it matter?

Explore how division and balance of power within a family shapes cohesion and prosperity. Learn how empathetic, ethical leadership can create systems that foster respect and resilience.

Learn more

Who’s in charge? The sometimes overlooked role of the executor and what it means for your loved ones

Discover how appointing the right executor can help loved ones avoid financial strain, legal hurdles, and family conflict after your passing.

Learn more

The inner voice of money: rethinking wealth, identity, and the pursuit of free choice in wealth planning

What happens if we rely on wealth to define our self-identity? And what would wealth planning look like if we were truly free?

Learn more

“Presence over presents”: why relational wealth may be parenting’s greatest gift

How can being present transform parenting into a journey of relational wealth, resilience, and enduring legacy?

Learn more

Stick or twist: managing tradition versus innovation in family succession

Discover how families can honour tradition and embrace innovation as they transition from one generation to the next

Learn more

Beneath the surface: planning and adapting to unseen realities

Wealth plans may be about assets and structures — but are designed by (and for) human beings. Learn how facing hidden emotional truths creates the trust, alignment, and resilience families need to thrive.

Learn more

Decoding Wealth

The Conduct Formula

The power of a mathematical formula

Introducing the Conduct Formula – and how it helps wealth owners create a wealth plan that aligns with their purpose
The strength of purposeful planning

Using the Conduct Formula to explore different family perspectives, and find common purpose for a harmonious wealth transition

The journey from family conversation to family constitution

Exploring how families can align their goals and objectives through family retreats and constitutions

The Family Legacy Cycle

Embracing the Family Legacy Cycle to move beyond “Post-Signing Blues”

It’s common for families to experience difficulties after signing a family constitution. By understanding and embracing these hurdles, they can build resilience to appreciate more fully the journey ahead

The Family Wealth Navigator

Engineering generational prosperity with the Family Wealth Navigator

By integrating adaptive asset allocation with forward-thinking insight, families are able to gain clarity, predictability, and strategy over their wealth

The Purpose of Wealth Model

Transforming family goals into reality

Learn how the Purpose of Wealth Model uses “asset algorithms” to turn long-term goals into concrete action
Harmonising financial stewardship and legacy planning

Learn how the synergy of our Family Wealth Navigator and Purpose of Wealth Model can provide families with a comprehensive, actionable wealth plan

Perceptions and purpose

The role of trusts in modern wealth planning

Trusts are an oft-misunderstood planning tool

Discover how they can help wealth owners fulfil the purpose of their wealth plan – from protecting wealth for the future to contributing to society

The anatomy of governance

Creating effective, robust systems for families and their ecosystems

Explore how family governance harmonizes the organization of people and assets. Discover how it can create a tailored framework to align family, business, and investment strategies for long-term unity and progress.
A comprehensive journey from aspiration to action

It’s time to revisit the Robinson family and explore how they continue to manage and steward their wealth.

What is family?

A choice, a commitment, a bond to protect

Family is more than bloodlines and tradition. Forging your definition takes courage; protecting it requires intention. Explore how to do both.
The framework for “forever”: love, wealth, and relationship agreements

Discover how relationship agreements balance love and practical realities to foster clarity, trust, and a shared future.

Conduct Conversations

Women and wealth planning

A more active role awaits

Why female wealth owners should take a more active role in wealth and succession planning
Taking the lead

How female wealth owners can take a more active role in wealth and succession planning

Defining the destination

How to build a robust, adaptable wealth plan

Why families should avoid designing their wealth plan around short-term events – and focus instead on their ultimate destination

Preparing for the top of the mountain

How proactive, tailored mentoring can support the wealth owners of tomorrow

Why preparing the young adults of wealthy families for future responsibilities is too important to be left to chance

Giving while living

How wealth owners can approach their strategy for philanthropy

We spoke to philanthropist John Wood on why finding meaningful, impactful causes is key to unlocking the joy of philanthropy

Writing the next chapter

How entrepreneurs can adapt to life after exit

Exploring the challenges and the opportunities that come when an entrepreneur exits their business

Defining your reward philosophy

How entrepreneurs should approach incentives for their business

Rewards can motivate, or demotivate. They can bring a business together, or pull it apart. We explore how entrepreneurs should think about rewards to drive their business forward

Appetite for risk

How wealth owners can protect their investments in a complex world

Political, economic, legal: all investment carries risk. We explore how a holistic, strategic approach can help mitigate it

The future is coming

Why it’s time for entrepreneurs to consider a new approach with their family offices

The age of Excel spreadsheets is coming to an end. We spoke to expert Franz Angermann about what shared offices and digital platforms mean for the future of family offices

Beyond financial affluence

What a lifetime of entrepreneurialism reveals about the true meanings of wealth

We spoke to serial entrepreneur Jayesh Parekh about the different dimensions of wealth – and how he devotes his resources to pursuing them

Growing up and going strong

How younger members can thrive in an entrepreneurial family

The challenges and opportunities that come with growing up in an entrepreneurial family – and how to navigate them

A fine balance

On the emotional and technical aspects of wealth planning

Our new partner explains why empathy and understanding are essential to her approach

Opening the horizon

On the emotional and technical aspects of wealth planning

We speak to an expert psychotherapist on how wealth owners can realise the different dimensions of their wealth and relationships.

Strategies for philanthropy

Why it’s time for a professional approach to doing good

Every year, wealth owners contribute enormous sums to philanthropic causes around the world. How can they be sure their money has the right impact?

Investment governance strategy

The what, the how, and the who

Investments are a core pillar of any wealth planning approach. But how can a family create an overarching strategy to guide all their investments?

Starting out in social entrepreneurship

How to turn ambition into action

Many of us dream of making an impact on our wider society, but struggle to make it happen. We spoke to social entrepreneur Tobias Schär about how he started his own journey.