How can wealth, purpose and responsibility be brought together into a meaningful whole? On this page, you will find information and background stories about three key questions: What is the right way to pass wealth and responsibility down to the next generation? How do we reconcile financial returns with personal purpose? And how can wealth be deployed strategically for the benefit of the environment and society? Our articles on succession, sustainable investment and philanthropy reveal how wealth creation and transmission of purpose can work to combined effect.
As the private bank of the Princely Family of Liechtenstein, LGT has been defined for nigh on 100 years by an entrepreneurial family that has been managing and handing down its wealth for generation after generation. This experience has resulted in an understanding of wealth that goes beyond financial returns.
Insights has three points of focus:
- The handing down of wealth: our articles show how entrepreneurial families clarify roles, decision-making processes and collaboration as part of wealth succession, entrepreneurship and family philanthropy. Topics include family governance, next-generation wealth planning and how questions of tax and inheritance law fit into the family wealth strategy.
- Investing in line with purpose: another point of focus sheds light on how returns and personal purpose can be reconciled. Sustainable investments and impact investing show how capital can be deployed strategically to address environmental and social challenges like climate change and social inequality.
- Consolidating purpose: this point of focus demonstrates how personal purpose can be strategically clarified and implemented effectively in reality. Lightrock, the Princely Family’s global impact investing platform, and LGT Venture Philanthropy combine to create an ecosystem of investment capital, philanthropy and measurable impact on the environment and society.
