Managing Changing Families

Commissioned by Guernsey Finance, PAM Insight explore the key issues facing families in 2023. With political, economic, and societal uncertainty gripping many across the globe, the need to understand factors at the centre of families decision-making processes has never been more prevalent. This report explores the main considerations around succession planning, the most important factors for the next generation, the reasonings behind these shifts, and how the wealth planning industry can best position themselves to take the next generation forward. 

Offering insights to specific regions, such as the Middle East and the USA, this mindset of clients across the globe is explored, with the importance of being a good global citizen at the forefront of many inheriting members of HNW families.