LibraryScenariosHow multigenerational families navigate succession planning across cultural and national boundaries
Scenario

How multigenerational families navigate succession planning across cultural and national boundaries

Our family business spans two countries and three generations, and we're paralyzed trying to create a succession plan because the younger generation thinks about wealth, work, and retirement completely differently than the founders, while tax implications vary wildly between jurisdictions.

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More people experience this than they realize.

What we've seen

A family must reconcile generational and cultural differences about wealth and work while managing complex legal and financial frameworks across multiple systems.

Ideas that help explain it
Worth thinking about

“Where Are You with Retirement planning across cultures?”

If this sounds familiar, the Library can help you find the bigger picture.