Is your wealth ready for the next generation?

1. 01How are the family’s companies and assets held today?

   Each family member holds shares and assets personallyThere are several companies, but no common structureA holding company brings the shareholdings together
2. 02Is there a family protocol governing the relationship between family, ownership and management?

   NoIt has been discussed but not written downYes, signed and up to date
3. 03Is succession in management and ownership planned?

   Not yetPartly, or only for managementYes, with a timeline and named people
4. 04Do you have a consolidated, up-to-date view of all the family’s wealth?

   No, the information is scatteredPartial, for some companies or assetsYes, it is reviewed regularly
5. 05Do the family or its companies have activities, assets or residence in other countries?

   Yes, in several countriesWe are considering itNo
6. 06Do you expect a purchase, a sale or a new shareholder in the next two years?

   Yes, talks are already under wayPossiblyNo
7. 07Do you verify partners, clients or counterparties before doing business with them?

   RarelyOnly for major transactionsAlways, following a procedure
8. 08Who coordinates your lawyers, tax advisers and banks today?

   No one in particularA family member, on top of their jobA trusted adviser in that role

Please answer all the questions to see your result.