Creating strong connections between you and your family and the wider world
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Legacy is about more than the transfer of wealth. Jamie Hurkmans-Yuenger reflects on why narrative is an essential part of continuity, helping families preserve identity, share values and create a deeper sense of connection across generations.
Bedrock Advisory Board member, Kydd Boyle, explores the growing gap between rising inherited wealth and philanthropic giving, arguing that younger generations often delay meaningful action despite caring deeply about impact. He suggests the greatest social impact comes from starting early and allowing philanthropy to compound over time.
Sharing insights from our recent event with The Beam Network, this article explores the evolving shift in female principalship and reflects on what it means for women to lead with wealth today.
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.
Bedrock Group will be joining forces with Corient to create the world’s largest independent wealth management firm for UHNW families.
