Challenges facing families during the great wealth transfer

Presented by

Mary Humphries of Nedgroup Trust and Chris Hards of Ogier.

About this talk

The next 25 years looks set to see the greatest transfer in wealth in history play out as those born after World War II seek to hand down wealth to the next generations. However, the wealth transfer is unlikely to be as smooth as it sounds. But why, you may ask? Mary Humphreys, senior trust manager at Nedgroup Trust is joined by Chris Hards, managing associate in the private wealth team at Ogier, for a 30 minute webinar, with additional time set aside for Q&A, in which we explore the various obstacles that may need to be overcome by those transferring the wealth and those receiving it. We also discuss how families can manage these transfers successfully, overcoming the challenges posed by divergent issues (such as climate change) and different personalities (such as the overly entitled). And we outline the use of wealth planning and structures, as well as opportunities created by family offices and private investment companies, to help manage wealth fairly and sustainably for all concerned.

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Nedbank Private Wealth is an award-winning boutique private bank, with an established track record of managing investment portfolios on a discretionary basis for discerning families, trustees and high net worth individuals.