Our clients’ heirs and family business successors are increasingly driving progress in the world around us.

They are doing so via their careers, their investments, their philanthropy and their advocacy.

As they take on more responsibilities – or prepare to do so – we seek to empower them on their journey through our next generation wealth program.

Networking & education for future generations

Our Next Generation programs provide vital connections, knowledge and opportunities.

They bring together participants from across the globe, allowing them to form personal and professional ties with their peers.

We host these exclusive networking and events programs in partnership with world-class institutions such as Cambridge University and Singularity University.

The programs provide unique learning experiences to prepare participants for challenges and opportunities in a rapidly changing world, helping them to lead and succeed in their chosen paths.

A holistic wealth education program

We aim to increase participants’ knowledge and awareness of key developments in areas such as disruptive technologies, emotional intelligence, leadership, as well as family governance and legacy, financial literacy and wealth preservation management.

These intergenerational wealth programs helps to guide and inspire heirs on their journey to become champions of progress, whatever their career or calling.

Next gen education benefits

Next generation wealth programs can help:

- future business leaders reach their goals more efficiently

- successors stay on track with their financial goals

- likeminded individuals collaborate and share knowledge

- the next generation to avoid common pitfalls

How we serve you

ENHANCING KNOWLEDGE

The Next Generation Program strives to create learning and developmental opportunities for participants.

With input from our own and external thought leaders, we aim to deliver insights that participants will be able to apply in their businesses and other activities.

Next Generation networking events are invaluable opportunities for participants to network with other scions of leading families who want to know more about intergenerational wealth planning to seek preservation and growth.

Our Empowering Leaders Programme has been held in partnership with top universities, such as Cambridge and MIT. It helps participants poised to take on new leadership roles in their family business to hone their leadership skills and prepare for challenges.

Our Frontiers Conference is held in partnership with Singularity University.

This program exposes participants to the  opportunities that innovation offers and the risks that disruption poses to the status quo.

Each seminar has typically been attended by about forty to fifty heirs of some twenty different nationalities.

INTERGENERATIONAL PLANNING

Our approach also involves bringing generations together to discuss succession issues.

We hold an annual program – Business Families Summit – where two or three generations of each family explore succession planning, wealth transfer, family governance and legacy building.

Following private discussions with experienced next generation wealth  professionals, participants identify the existing and new investment objectives that seek to support their strong performance in this new future.

They come away with a plan of action customized for their family.

FAMILY BRIEFINGS

To survive and thrive in today’s era of disruptive innovation, family enterprises must build on their strengths and be prepared to do things differently.

This involves identifying strategies that are suitable in today’s rapidly changing environment and the best practices of other wealthy families.

The Private Bank has a long-standing partnership with Cambridge Institute for Family Enterprise, which runs our Families Business Summit.

Citi Latitude - our next gen community

Citi Latitude is designed to create introductions, inspire and motivate the next generation of leaders to help them make a positive impact in their communities, business and personal lives.

Questions about the future of family business

As a phenomenon, the dissipation or loss of family wealth is as almost old as wealth itself and prevalent throughout the world. Indeed, almost every culture has a longstanding saying equivalent to the adage of “shirtsleeves to shirtsleeves in three generations.” 

Today’s turbulent landscape is being shaped by environmental degradation, technological disruption, globalization and socio-politico-economic influences. These four forces frequently interact to produce major trends or disruptions, as COVID-19 has shown.

We identified five key strategies to seek implementation of the new value and values-driven model for family enterprise success.

Successful families build value according to their values. But how? The new model of family success has five key ingredients.

From our experience working with wealthy families around the world, we have identified several best practices used by those who have successfully executed wealth transfer strategies.

Some families have managed to protect and grow their wealth for generations. We believe that following certain powerful principles has helped them to do so.

Next generation resources

See more of the insights we offer you by exploring our whitepapers on intergenerational wealth planning and management.

NOVEMBER 19, 2020

When Hope is Not a Strategy

We believe a comprehensive framework for engaging children around matters related to family wealth.

JUNE 19, 2019

Engaging the next generation in family philanthropy

Sustaining and growing the family legacy across multiple generations is a key challenge for wealthy families all over the world.

Sustainable Investing at the Private Bank

Our sustainable investing platform is differentiated by the range of opportunities that meet a client’s specific risk/return profile and the same level of personalized service for sustainable investors as traditional investors.

Insights

See our insights and the issues that matter for your wealth.

Insights

See our insights and the issues that matter for your wealth.

Global citizens

The Private Bank exists to serve a very special community. Hear the stories of global citizens in their own words.

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Our services have a minimum investment level of $5 million.

Based on the information provided, we believe that a Citigold relationship may be most appropriate for your needs.

To find out more: Visit Citigold Private Client

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