Transitioning Wealth: Succession planning for today's families

Guernsey Finance Podcast · Sep 19, 2024 · 33:20

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In this episode, we are joined by Catherine Grum, Founder of Catherine Grum Consultancy Limited. We discuss the evolving landscape of wealth management, focusing on the transition of wealth to younger generations, the changing nature of family businesses, the rise and management of entrepreneurs, and the importance of communication in succession planning.

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