InvestmentsMay 23 2023

What core challenges do families face when succession planning?

  • Describe some of the basic challenges over succession planning
  • Identify the starting point when it comes to succession planning
  • Explain some of the principal challenges when setting up a plan for a wealthy family
  • Describe some of the basic challenges over succession planning
  • Identify the starting point when it comes to succession planning
  • Explain some of the principal challenges when setting up a plan for a wealthy family
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
What core challenges do families face when succession planning?
Challenges that typically arise in succession planning come from a lack of common purpose. (Rawpixel/Envato Elements)
comment-speech

In order to plan, a family needs to consider what they are planning for. What is their long-term goal or purpose? 

PAGE 1 OF 4
A service from the Financial Times
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In