In this brief introductory video, we illuminate the five essential steps to kickstart your succession planning journey, from setting clear objectives to establishing a concrete timeline for action.
For further information about any of the insights shared in the video or to find out more about Bedrock’s Family Strategy and Governance services, please do reach out to Maria at info@bedrockgroup.ch.
Recent reports show that in 2025, families of significant means contributed $207 billion to philanthropic causes, accounting for 36% of all individual giving worldwide. This growth reflects not just increased generosity, but a shift toward more structured and disciplined approaches to giving, as families increasingly professionalise their philanthropic activity. To explore this evolving landscape, we spoke with Jo Shropshire, co-founder of Benesys, a leading philanthropic advisory firm.
Bedrock has been named Best Private Investment Office / Multi-Family Office in Switzerland at the 2026 WealthBriefing Swiss Awards, recognising the firm’s independent, bespoke, and fully integrated approach to multi-generational wealth management.
Anne-Maree O’Brien’s journey began in her family’s first-generation hospitality business, where she was immersed from an early age. Today, through The Scene Series, she brings together leading voices from across the global hospitality industry. She shares the dynamics that underpin successful family enterprises and how her upbringing instilled a deep appreciation for craft, hard work, human connection, and storytelling.
