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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.
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.
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.
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.
Private art collections are evolving, growing not only in scale but also in sophistication. As these collections expand, the importance of their careful organisation and administration becomes ever more critical. To explore these themes further, Cécile Canton, a member of our Private Office team and in-house art specialist shares her approach to the meticulous organisation and administration of collections, and reflects on how families are increasingly professionalising the preservation of their collections.
