III · Generations
Passing on what lasts.
The holding is the vessel in which wealth, values and responsibility pass from one generation to the next.
Building wealth takes a lifetime. Keeping it takes rules that last longer.
Order
Five building blocks of succession within the family.
IFamily charter
The family’s values and goals are put in writing: what does the wealth stand for, and what not?
IIClear roles
Who decides, who advises, who is informed? The holding cleanly separates ownership, management and family.
IIIEarly transfer
Shares in the holding are transferred to the next generation gradually and as planned, not only when it becomes urgent.
IVBringing in the next generation
The next generation gets to know the wealth early and takes on responsibility step by step.
VRegular review
Charter, structure and succession planning are reviewed and adjusted at fixed intervals.
Promise
What remains from generation to generation.
The values on which the wealth has grown. The companies that carry it. And the bond of the family that is jointly responsible for it.