Prevent shirtsleeves to shirtsleeves in three generations

Managing the legacy of the family enterprise is a huge responsibility and requires talents and skills that would test the strongest individuals.

Transition is challenging

Many of these next generation young people have never led a team or had a position of responsibility.

Six out of ten families lose their wealth by the second generation.
Nine out of ten by the third.
Only 5% of failure is due to financial planning, taxes and investments.

The Succession Programme

We have a very successful programme for Families preparing for the succession of their Enterprise and Wealth.

the-succession-programmeThe Succession Programme is a 12-month long programme explicitly designed to prepare the Next Generation for the succession of a Family Enterprise or a considerable amount of wealth. Quite often they lack critical skills (leading, financial awareness, problem-solving, negotiating etc.); have low self-esteem and confidence, and fear to make decisions and/or are unaware of the consequences of their decisions.

We develop their personal skills, their team skills and their strategic skills, so they are in a much better position to take over the responsibility of running and owning a family enterprise or just inheriting a considerable amount of wealth.

Preparation is a process and not an event

Who Is It For?

This comprehensive programme is for Families and Family Enterprises who have concerns that the Next Generation are currently ill-prepared or ill-equipped to manage the responsibility needed to progress and safeguard the future of the family enterprise and its wealth.

The Succession Programme has been designed specifically for Families and Family Enterprises seeking a comprehensive solution to ensuring their next generation family members are better prepared for the challenges ahead. Limited or no experience is acceptable to come on the programme.

How It Works

The Custom Programme

The Custom Succession Programme is a tailor-made programme specifically designed to provide training and solutions for Families and Family Enterprise and their needs. We work with the Family to develop and implement the Succession Programme for as many or as few family members that will meet their needs and objectives. This includes as many one-to-one coaching as required. We can also design a specific programme for non-family members and staff.

The Open Programme

The Open Succession Programme (UK and International), enable participants to have the opportunity to work with and interact with young people from other wealthy families. They will be able to learn some of the key skills that are required post-succession.

UK Open Programme

This programme consists of:

  • 1 day per month for 12 months
  • 1 individual coaching call per month

International Open Programme

This programme consists of:

  • 1 x 3-day session every quarter (4 sessions in total)
  • 1 individual coaching call per month

Why do we run the Open Programme for 12 months?

We have designed the Open Succession Programme to run for 12 months. The reasons for this are because it takes time for a human to change their behaviour patterns and learn new skills. A one-week programme or a weekend does not alter patterns. It only teaches new skills.

A year-long programme will allow:

  • Momentum to be maintained
  • Evidence of commitment

Many of the skills take time to practice – it is not enough to just know these skills.

They will be given the opportunity to put into practice what they have learnt and to receive feedback and support throughout the process.


  • Custom Programme is run anywhere in the world depending on the Family’s location and requirements.
  • UK Open Programmeis run in London.
  • International Open Programmeis run in Geneva, New York, Dubai, Hong Kong and Sydney

* the Open and International programmes require a minimum of five people.

Programme Benefits

Open and International Programme highlights

  • A uniquely designed programme for the Next Generation
  • Understand themselves better, (includes a Judgement Assessment)
  • Become a more effective leader (includes a Leadership 360)
  • Become more confident and assertive
  • Improved resilience, (includes a Resilience Assessment)
  • Become more organised, self-disciplined and structured
  • Better at strategic planning and critical-thinking
  • Better at decision-making and problem-solving
  • More effective in meetings
  • Become more entrepreneurial
  • Learn to overcome the fear of failure

This programme helps change attitudes and encourages a growth mindset. It prepares and enables the Next Generation to be in a position where succession planning is possible.

Benefits of the ‘Custom’ programme

  • An educational and coaching programme built around the specific needs of the family enterprise
  • Private
  • Tailor-made
  • As many coaching sessions as required
  • No minimum numbers 

Benefits of the ‘Open’ programmes

  • Building and enhancing a personal network
  • Observing and learning about other families approaches
  • Developing social and working group skills

One-to-One Coaching

Participants on all the programmes will receive one-to-one coaching. Those on the Open and International programmes will receive one session per month. This can be increased on request. Those on the Custom programme will receive as many coaching sessions as arranged. We use our own unique ISE Model for coaching – focusing on the Intrinsic (You), Extrinsic (Team) and Systematic (Strategic). We will also use the outcomes from the Decision-Making, Leadership and Resilience assessments.

Next steps

If you want to sign up for a programme, then please contact us 

We would recommend early application as the programme capacity fills quickly. We expect the full commitment of participants and their family enterprises, as this programme will enhance the leadership of capacity of both.

Over 1,000 people have attended our programmes. We have over 40 years of combined experience working with the Next Generation.