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Against a backdrop of unprecedented uncertainty, how will the Next Generation (Next Gen) of ultra-high-net-worth (UHNW) families navigate the complexities of succession planning, family dynamics, longevity and legacy? The next generation of global enterprising families: shaping tomorrow, today, 2020 report explores the motivations, insights and attitudes of those who have the power to shape the world around us.

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Wealth concerns are widespread

54% of Next Gens are worried they will lose the wealth their family has created.*

Transition within family enterprises

43% of Next Gens have already assumed control of the family business/management of wealth.*

Health challenges prevail

49% of Next Gens are concerned about their own health and rank health as one of the top three challenges they face.*

Download the full report (Open PDF file)

* RBC / Campden Wealth, The Next Generation of Global Enterprising Families: Shaping Tomorrow, Today, 2020

Global market outlook and the importance of socially responsible investing

Recorded in January 2021.

How has the global economy shifted during the pandemic? Listen to RBC’s Hermann Leiningen, Eric Lascelles and Ben Yeoh discuss the last 12 months and the growth of ESG investing.

Date Time Events Register
Jul 13, 2021 1:00 p.m. EST Engaging with your family office

“When should I start a family office?” “How do I evolve my family office?” These are daunting questions facing many members of the next generation. Find out how one family overcame these hurdles.

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Sept 14, 2021 1:00 p.m. EST Cyber & social media: How to become a socially engaged and responsible family member

Event details coming soon.

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Oct 21, 2021 1:00 p.m. EST Protecting family wealth and creating your own legacy

It’s often cited that without proper succession planning, family wealth can be diminished over three generations. Learn what steps you can take to implement a strong governance structure and create a plan for all members of the family, including those working inside or outside of the family enterprise.

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Nov 23, 2021 1:00 p.m. EST Next generation leadership interview

Event details coming soon.

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We want to talk about your financial future.