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.
In this article, we explore with The Beam Network the shifting landscape of female principalship, and the role of confidence, community and education in shaping how women engage with their wealth.
In a recent interview with Allnews.ch – La finance suisse dans l’e-media, Maurice Ephrati, Managing Partner at Bedrock, shares his perspective on the firm’s new partnership with Corient and what it represents for us and our clients.
In this article, our Coach‑in‑Residence, Sarah Thorpe Scott, draws on her work with founders and next‑generation family members to explore one of the most challenging aspects of succession: the conversations that don’t happen.