Transitioning Wealth: Succession Planning For Today's Families (Podcast)

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.

Episode Transcript:

Hello and welcome to the Guernsey Finance podcast, where we bring you interviews with leaders from the global finance industry, as well as news and developments from Guernsey's financial services sector. My name is Brandon Ashplant. I'm head of technical at Guernsey finance. For those of you who aren't familiar, Guernsey is a leading global finance centre. The success of the industry here is underpinned by economic substance, political stability and asset security. And we are committed to the cause of sustainable finance.