Our insightful new guide explores succession readiness in the Gulf and the evolving challenges local families face as they prepare to transfer wealth to the next generation. Discover practical insights to ensure a seamless transition and protect your family’s legacy for generations to come.
From silence to strategy: exploring succession, family governance, and the revolution taking place in Middle Eastern private wealth
Joëlle de Cerjat Santa Cruz
Senior Wealth Planner - Middle East
Lombard Odier’s latest report explores succession readiness in the Gulf and the evolving challenges local families face as they prepare to transfer wealth to…
download our report: succession’s “silent crisis”
Lombard Odier’s latest survey on succession planning in the Middle East covers a lot of topics in detail. Which findings were you most surprised by?
What could the consequences be of this lack of governance?
Succession planning differs from family governance in that it is specifically about planning for the transition to the next generation, rather than the day-to-day management of businesses or wealth. The Lombard Odier survey describes a ‘crisis of silence’ when it comes to succession planning. Do you think the problem is really this serious?
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learn moreThe survey finds that a lot of the obstacles to planning and governance come from an intergenerational divide. What are you seeing in your work that might be getting in the way of communication or unity across families?
our expertise.
our private banking and wealth management expertise in the middle east.
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shariah-compliant investment offering.
learn moreHow do you expect the family business and private wealth landscape to evolve in the Middle East over the next decade?
view sources.
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1 Middle East families to see $1 trillion transfer of generational wealth by 2030: Report
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