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Passing on what you've built How to prepare for a successful wealth transfer

Wealth transfer is rarely just a financial event. It is a defining moment for you and your close ones - one that tests relationships, surfaces long-held assumptions, and shapes what endures across generations. Are you preparing for your handover? We are here to help. Explore how you can lay the foundation for your transfer, and find the best solution for you and your close ones.

What wealth transfer really takes Insights from families who have done it across generations

For families with significant, often cross-border assets, the margin for misalignment during a wealth transfer is narrow. Governance that worked informally needs to become explicit. Structures built for one generation may not serve the next. And the conversations that matter most are often the hardest to start.
 
At LGT, we have spent decades advising wealthy families on what these moments truly require: clear governance, careful planning, and the right preparation for the next generation. Much of what we know comes from direct experience - our owner family, the Princely Family of Liechtenstein, has transferred wealth, values and responsibility across generations for centuries

Their lesson, and ours: Succession is not a transaction. It is a process. And it rewards those who prepare.

Explore our insights and expertise.

How families pass on wealth and responsibility is one of the key issues in wealth succession. Benjamin Vetterli, Senior Family Advisor at LGT, has been helping high-net-worth families structure their wealth across generations for 25 years. In this interview, he explains why open dialogue is...
Many entrepreneurial families struggle with succession planning. Yet it is worth tackling this issue early on.
For many families who own a business, succession starts with a conversation. But what happens when the older generation avoids the subject? And how can the younger generation make itself heard without turning a difficult conversation into a damaging one?
A successful handover takes years of preparation. The next generation must develop the skills and confidence to lead, while the older generation faces a different challenge: learning to let go. This final instalment in our succession series explores ten steps that can help families navigate the...
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Wealth for impact

Global perspectives from the next generations of wealth holders

Unsure how to start your handover?

The best successions are prepared years in advance. Let's look at your structures, your family and your timeline together.

How we can support you Make use of our succession and wealth transfer expertise

Vermögensplanung

Wealth planning

Complex, international family structures can make cross-generational asset organisation difficult. We take a systematic approach to wealth transfer that considers all aspects and involves all stakeholders, whether the focus is on succession planning or investing for the next generation of wealth holders. Explore how our wealth planning specialists can support you.

Service for UNHNWI - UHNWI Dienstleistungen_de

Family governance

You want your family to stay aligned long after you step back. That takes more than goodwill - it takes structure. Find out how shared values and goals can bring families together across generations.

Wealth reporting

The more complex your assets - across structures, borders and asset classes - the harder it is to keep track of all your assets - the harder it is to make considered decisions about what you pass on, and to whom. Find out how our consolidated LGT Wealth Portrait gives you the clarity you need.

Our clients benefit from our family's many years of experience in building and passing on wealth.

H.S.H. Prince Philipp von und zu Liechtenstein Honorary Chairman LGT
H.S.H. Prince Philipp von und zu Liechtenstein

Few advisors have lived what they advise Our owner family has

The Princely Family of Liechtenstein has preserved wealth, values and family cohesion across centuries - navigating the same tensions between individual and collective, continuity and change, that every family faces during a transfer.

More to consider as you prepare your handover

Inheriting wealth, defining your future

How does your successor see the handover? Understand what moves the next generation.

Giving purpose to your wealth

Your wealth can do more than grow. It can matter.

Your priorities

Discover perspectives on entrepreneurial investing, turning global trends into investment ideas and giving your wealth purpose.

Looking for deeper reading?