Taking it on. Building it up. Handing it over. Letting it go. Take it a step at a time.
We can help you reach the best outcome by working with you to develop your transition strategy. We cover the important areas including family governance and family enterprise succession, wealth structuring, investment management, and next generation planning to secure your wider legacy.
We also offer advice on solutions to a broad range of wealth planning needs, including trusts, insurance arrangements, foundations and corporate structures. Our presence in multiple jurisdictions enables us to deliver solutions that can be tailored to your specific local requirements as well as meeting the needs of international families.
Our work with business owners all over the world means we understand entrepreneurs and their vision for wealth. As their partner, we help them grow, manage and preserve their wealth effectively.
1HSBC Private Banking Essence of Enterprise Report 2017↩