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, 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.
Bedrock Group will be joining forces with Corient to create the world’s largest independent wealth management firm for UHNW families.
Inheriting the Future is a new Bedrock series exploring how the next generation is navigating that responsibility in an era of rapid technological and societal change. Written by Bedrock Advisory Board member Kydd Boyle, founder and CEO of Horizons and a member of a fifth-generation family business, the series offers a candid perspective shaped by his experience as an entrepreneur, investor, next-gen, and father.