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Transitioning Wealth: Succession planning for today's families

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Content provided by Guernsey Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guernsey Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession planning.

Follow Catherine on LinkedIn

Follow Guernsey Finance on LinkedIn

Follow Guernsey Finance on Instagram

Follow Guernsey Finance on Threads: @guernseyfinance

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63 episoade

Artwork
iconDistribuie
 
Manage episode 440784265 series 2814358
Content provided by Guernsey Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guernsey Finance or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession planning.

Follow Catherine on LinkedIn

Follow Guernsey Finance on LinkedIn

Follow Guernsey Finance on Instagram

Follow Guernsey Finance on Threads: @guernseyfinance

  continue reading

63 episoade

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