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Preparing The Next Generation



Are your heirs ready for their inheritance?

3 min read

Wealthy families face a huge responsibility to prepare the next generation for their inheritance – financially, socially and emotionally.

In our video, Coutts Head of Wealth Advisory Services Maya Prabhu talks about the challenges involved and how to handle them. She focuses on three key areas – establishing a vision, communication and preparation.

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“Sharing your hopes and fears, your vision and values, and creating a shared family plan for the future can help build understanding, trust and family harmony.”
Maya Prabhu, Head of Wealth Advisory Services, Coutts
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There is arguably nothing more important than ensuring a smooth transition of your wealth so that it fulfils your ambitions for the future.

At Coutts, our experts can support you through the whole process – dealing with both the practical and emotional aspects of it.

For more information, contact your private banker.

Key Takeaways

At Coutts, we have three centuries of experience managing the transition of wealth to the next generation. We also have a host of in-depth research to draw on, so are ideally placed to help families prepare for succession.

About Coutts investments

With unstinting focus on client objectives and capital preservation, Coutts Investments provide high-touch investment expertise that centres on diversified solutions and a service-led approach to portfolio management.

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