Succession & Estate Planning

Family Governance

The Cart Before the Horse

Why intergenerational transition begins with governance, not with assets.

By Patrik Hayoz, PhD

Family Governance

The Secret Bottleneck

The psychology of identity and authority in dynastic wealth transitions.

By Dr. Sarah Alsawy

Longevity, Life & Legacy

The New Longevity

Planning wealth, tax and succession across a materially longer life.

By Obi Nnochiri

Family Business

Succession Isn't an Event. It's a System.

Why successful generational transitions are built on structure, communication and repeated practice — not one-off documentation exercises.

By James Hamilton & Steven Haywood

Estate Planning

Protecting Family Wealth: an Introduction to Trusts and Family Investment Companies (FICs)

Trusts and Family Investment Companies each offer distinct advantages for control, wealth protection and inheritance tax planning — introduced in the context of the Great Wealth Transfer.

By Alisa Morrison