• World of Private Clients - Family & Generational Wealth: tips for making succession work

World of Private Clients - Family & Generational Wealth: tips for making succession work

Date: 11 November 2021
Time: 13.00 to 14.00 (UK time)


  • Summary
  • Speakers
  • Recording

We are excited to be joined by Alex Scott of Schroders Global Family Office Services who will share his insights and vast expertise from the Family Office world. Our international colleagues will also be taking a deeper dive into some of the key things families need to make succession work smoothly, including communication, collaboration and preparing the next generation.

Other webinars in this series:

  • Catherine Grum, Head of Family Office Services, BDO UK
    Catherine leads BDO's Family Office Services group. Her practice focuses on family offices and enterprising families. She advises families and individuals throughout the process of transitioning wealth and across the family office life cycle from entrepreneurs to established family offices and the next generation. Her specialisms include family governance, family office creation and philanthropy.
  • Jeff Noble, Director, BDO Canada
    Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
  • Ed van de Vijver, Senior Adviser and Mediator, BDO Netherlands
  • Brooke Anderson, Managing Principal, BDO USA
    Brooke has more than 15 years of experience serving high net worth individuals, their families, family offices, C-suite executives and others with complex tax and financial structures. Her expertise centers on trust administration, fiduciary responsibility, gift taxation, generation skipping transfer taxation and estate taxation and planning. Brooke is skilled in working alongside the clients' trusted advisors and focusing on assessing current situations, identifying risks and proposing solutions to achieve the most optimal results.

Watch the recording of the webinar.