This is a sad reality. In addition, it is estimated that 85%* of Wealth transfers and successions fail due to breakdowns in communication, trust and a lack of preparedness on the part of the heirs. Inheritance and succession can be a sensitive and difficult subject but it doesn’t have to be so. With a clear multi-generational wealth & investment plan, inheritance and succession can unify your family with a common set of shared values and objectives.

Your wealth was hard earned or inherited. What should your future generations use it for? How should these assets and investments be nurtured for future generations? How can the wealth be used to unify your family, your future generations and strengthen the family’s repute and brand name equity? We can help you and your family formulate clear multi-generational goals and objectives with a clear and efficient Multi-Generational Investment Plan implemented to achieve those goals.

Great visionaries strive to cede future generations with a strong and reputable family brand name in society. It only serves to benefit future generations in a way that you yourself may not have benefited. A clear multi-generational succession & investment plan ensures that your wealth; via its clear investment objectives, charity and/or philanthropic ideals and business success ethically serve to strengthen your family’s brand name and reputation in the society. It also helps to instil purpose, long-termism, shared values, fiduciary responsibilities, discipline and ethics among family members and current/future heirs. 

Notwithstanding which, wealth, no matter how big or small; accumulated over a generation can easily be lost and/or misappropriated by future generations. Anneau helps you ensure that your wealth is preserved and grows. That is it protected from predatory litigations, creditors and so is structured in an efficient manner, fit for purpose. That it is invested in the appropriate asset classes such that it grows sustainably over the long-term for your future generations. That its structure is fiscally tax efficient and relevant.

100 plus year old multi-generational businesses; no matter how big or small, whether family owned or not; are rare and shall become increasingly rarer. Your vision for your business and / or family assets, long after you are no more, should be clear. Family members and heirs may or may not be the ‘best’ key executives to grow your company/assets; for various founded reasons. Anneau can help to efficiently structure the complex ownership of your family assets/business; its capital structure, its management, its relevancy and so its evolution into the future. So that what you worked so hard for/inherited remains relevant, sustainable and can be institutionalised over the long-term. We at Anneau are committed to ensuring your wealth’s longevity.