Wealth Strategies for Intergenerational Success - insights from international families, children and advisers - 11 June 2020

Host group
Host Left
Hosted by
STEP Cape Town
Event Type
Web Event
Date

Speaker: Johan van Zyl, Chairman, Stonehage Fleming South Africa.

Johan is the Chairman of Stonehage Fleming South Africa and a member of the Group Executive Committee. He is an adviser to several ultra-high net worth South African families, serves as a director of a number of investment companies and trusts and acts as an independent trustee to various family trusts and public benefit organisations.

Johan will share some of the key insights from his company's research on intergenerational wealth management which challenge conventional industry thought leadership. The findings of Stonehage Fleming's research, which is based on consultation with some 150 members of different multi-generational families and their advisers, reveal that none of the top five risks to long-term family wealth are in fact "financial", but each has potentially severe financial consequences. It is therefore concerning how much time, money and effort families (and their advisers) spend on monitoring and addressing financial risks compared to the non-financial risks identified.

Cost group
Event Cost
Free of charge
Schedule
12:00 noon
Contact
-
step@step.org
Add to Calendar 2020-06-11 00:00:00 2020-06-11 00:00:00 Wealth Strategies for Intergenerational Success - insights from international families, children and advisers - 11 June 2020 Speaker: Johan van Zyl, Chairman, Stonehage Fleming South Africa. Johan is the Chairman of Stonehage Fleming South Africa and a member of the Group Executive Committee. He is an adviser to several ultra-high net worth South African families, serves as a director of a number of investment companies and trusts and acts as an independent trustee to various family trusts and public benefit organisations. Johan will share some of the key insights from his company's research on intergenerational wealth management which challenge conventional industry thought leadership. The findings of Stonehage Fleming's research, which is based on consultation with some 150 members of different multi-generational families and their advisers, reveal that none of the top five risks to long-term family wealth are in fact "financial", but each has potentially severe financial consequences. It is therefore concerning how much time, money and effort families (and their advisers) spend on monitoring and addressing financial risks compared to the non-financial risks identified. STEP Cape Town STEP Cape Town Europe/London public