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Wealth planning insights

Prepare wealth, families and future generations for what comes next.

Wealth planning brings together succession, intergenerational wealth transfer, family governance, philanthropy and legacy.

 

Explore how families can prepare the next generation, define shared values and purpose, and approach the personal and cross-border complexities associated with significant wealth. These perspectives can support informed conversations about the people, priorities and causes that matter most.

More wealth insights

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  • Explore our expert insights on wealth management, financing, entrepreneurship, family offices and planning for the future.

Our latest wealth planning insights

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Feature article

Philanthropy's expanding role in family office strategy

As priorities evolve across generations, philanthropy is becoming increasingly intertwined with governance, the stewardship of wealth and the deployment of capital.

Oct. 26, 2026


Group of people holding hands

Feature article

Philanthropy's expanding role in family office strategy

As priorities evolve across generations, philanthropy is becoming increasingly intertwined with governance, the stewardship of wealth and the deployment of capital.

Oct. 26, 2026


Two people holding hands while seated side by side.

How we work

Trusts and the evolving expectations of next generation beneficiaries

Younger beneficiaries’ ESG and impact priorities are reshaping conversations around trusts. Antonio Risorto explores how families and trustees can respond.

Oct. 20, 2026


Two people holding hands while seated side by side.

How we work

Trusts and the evolving expectations of next generation beneficiaries

Younger beneficiaries’ ESG and impact priorities are reshaping conversations around trusts. Antonio Risorto explores how families and trustees can respond.

Oct. 20, 2026


A sophisticated living interior of a luxury home

Expert opinion

What role does real estate play in family office and private wealth portfolios?

For families that have spent generations building wealth, finding ways to preserve and compound their capital while giving flexibility to future generations is a key challenge – but what role could real estate play in their portfolios?

Oct. 05, 2026


Silhouette of a woman against the horizon

How we work

Life after selling a business: wealth planning questions for entrepreneurs

After selling a business, entrepreneurs need to consider how to manage new liquidity, plan for succession, review family governance and decide what role the business should play in long-term wealth planning if they choose to retain partial ownership.

Oct. 02, 2026


Silhouette of a woman against the horizon

How we work

Life after selling a business: wealth planning questions for entrepreneurs

After selling a business, entrepreneurs need to consider how to manage new liquidity, plan for succession, review family governance and decide what role the business should play in long-term wealth planning if they choose to retain partial ownership.

Oct. 02, 2026


Glass against cloudy sky

Expert opinion

The succession paradox – putting stewardship to the test

Successful succession is about more than transferring wealth: families need to prepare the next generation, establish effective governance and agree a shared purpose well before leadership changes hands, writes Salman Mahdi, Global Vice Chairman.

Sep. 08, 2026


Glass against cloudy sky

Expert opinion

The succession paradox – putting stewardship to the test

Successful succession is about more than transferring wealth: families need to prepare the next generation, establish effective governance and agree a shared purpose well before leadership changes hands, writes Salman Mahdi, Global Vice Chairman.

Sep. 08, 2026


Family silhouette on bridge against sky

Feature article

Intergenerational wealth transfer: how UHNW families can prepare the next generation

A significant transfer of private wealth is under way. For ultra-high-net-worth families and family offices, the central question is whether the next generation is ready for succession, governance, ownership and long-term stewardship.

Sep. 07, 2026


Family silhouette on bridge against sky

Feature article

Intergenerational wealth transfer: how UHNW families can prepare the next generation

A significant transfer of private wealth is under way. For ultra-high-net-worth families and family offices, the central question is whether the next generation is ready for succession, governance, ownership and long-term stewardship.

Sep. 07, 2026


Rippling water surface symbolizing the flow of philanthropic impact

Feature article

Philanthropy planning for UHNW families: turning intention into action

As ultra-high-net-worth families plan for succession and generational wealth transfer, philanthropy can provide a practical way to connect purpose, governance and long-term wealth planning.

Sep. 04, 2026


Rippling water surface symbolizing the flow of philanthropic impact

Feature article

Philanthropy planning for UHNW families: turning intention into action

As ultra-high-net-worth families plan for succession and generational wealth transfer, philanthropy can provide a practical way to connect purpose, governance and long-term wealth planning.

Sep. 04, 2026


Milan skyline

Feature article

Family office governance: how to translate vision into structure

Building a family legacy requires more than vision; it also benefits from clear structure. Family offices can translate values into governance frameworks, constitutions and systems that help preserve intent while enabling disciplined execution.

Aug. 20, 2026


Global network and complexity

Feature article

Family office stewardship in a changing world: considerations for wealth, purpose and legacy

Geopolitical change, regulatory demands and new technologies are reshaping how families steward wealth. Long term continuity may be supported by clarity of purpose, appropriate diversification and the ability to make coherent decisions amid complexity.

Aug. 14, 2026


Global network and complexity

Feature article

Family office stewardship in a changing world: considerations for wealth, purpose and legacy

Geopolitical change, regulatory demands and new technologies are reshaping how families steward wealth. Long term continuity may be supported by clarity of purpose, appropriate diversification and the ability to make coherent decisions amid complexity.

Aug. 14, 2026


family office prespective desktop

Event report

London Family Office Conference 2026: family office perspectives on building resilience across generations

The interpersonal dimension of governance, balancing discipline with agility and managing geopolitical risk were central themes in this panel discussion at the Deutsche Bank Family Office Conference in London.

Jul. 13, 2026


family office prespective desktop

Event report

London Family Office Conference 2026: family office perspectives on building resilience across generations

The interpersonal dimension of governance, balancing discipline with agility and managing geopolitical risk were central themes in this panel discussion at the Deutsche Bank Family Office Conference in London.

Jul. 13, 2026


NextGen New York: broadening perspectives on wealth, markets, art and legacy

Event report

NextGen New York: broadening perspectives on wealth, markets, art and legacy

Deutsche Bank’s NextGen New York seminar brought the next generation of client families together for three days of discussion, insight and connection across investing, markets, art, family office structures, legacy and entrepreneurship.

Jul. 09, 2026


NextGen New York: broadening perspectives on wealth, markets, art and legacy

Event report

NextGen New York: broadening perspectives on wealth, markets, art and legacy

Deutsche Bank’s NextGen New York seminar brought the next generation of client families together for three days of discussion, insight and connection across investing, markets, art, family office structures, legacy and entrepreneurship.

Jul. 09, 2026


Sunlit grasses with soft focus and blurred background

Feature article

Family office succession planning: preparing the next generation of leaders

Amid what could be the largest wealth transfer in history, family offices face a critical task: preparing younger family members for the responsibilities – and legacy – they will inherit.

Jul. 01, 2026


Sunlit grasses with soft focus and blurred background

Feature article

Family office succession planning: preparing the next generation of leaders

Amid what could be the largest wealth transfer in history, family offices face a critical task: preparing younger family members for the responsibilities – and legacy – they will inherit.

Jul. 01, 2026


Startup founder planning business growth and long-term wealth strategy

Entrepreneurship

Wealth management for founders – from start-up to scale

As start-ups scale, founders often face a complex journey navigating the shift from concentrated, illiquid wealth to more structured financial planning – balancing growth, liquidity and long-term goals.

Jun. 22, 2026


Coastal landscape symbolising long-term legacy planning and family stewardship

Feature article

Family office legacy planning: shaping purpose beyond capital

Family offices are redefining legacy beyond financial capital considerations, embedding shared values, purpose and long-term intent into governance frameworks, investment decisions and intergenerational stewardship.

Jun. 19, 2026


Coastal landscape symbolising long-term legacy planning and family stewardship

Feature article

Family office legacy planning: shaping purpose beyond capital

Family offices are redefining legacy beyond financial capital considerations, embedding shared values, purpose and long-term intent into governance frameworks, investment decisions and intergenerational stewardship.

Jun. 19, 2026


Panel discussion on AI and emerging technology trends for family offices

Event report

London Family Office Conference 2026: advancing technology and positioning for structural shifts

The pace of AI adoption, valuations and the agility of family offices were central themes in this discussion on positioning for technology-driven change at the Deutsche Bank Family Office Conference.

Jun. 16, 2026


Conference attendee taking notes during a family office event

Event report

London Family Office Conference 2026: from uncertainty to strategy

Explore key insights from Deutsche Bank’s London Family Office Conference 2026, where global experts and family offices discussed trends, strategies and opportunities.

Jun. 16, 2026


Luxury Italian real estate

Feature article

La Dolce Vita: Italian real estate for globally mobile UHNW families – resilience, lifestyle and value

Italian luxury real estate combines resilient pricing with lifestyle appeal across prime locations shaped by history and understated glamour. We examine why this continues to attract ultra-high-net-worth buyers.

Jun. 03, 2026


Deutsche Bank NextGen seminar held in Paris

Event report

NextGen Paris: building knowledge for the next generation of wealth

Deutsche Bank Private Bank’s NextGen Paris Seminar brought the next generation of clients together for two days of discussion, insight and connection centred on investing, wealth planning and the future of family wealth.

Jun. 02, 2026


Deutsche Bank NextGen seminar held in Paris

Event report

NextGen Paris: building knowledge for the next generation of wealth

Deutsche Bank Private Bank’s NextGen Paris Seminar brought the next generation of clients together for two days of discussion, insight and connection centred on investing, wealth planning and the future of family wealth.

Jun. 02, 2026


seoul 2026 frieze

Event report

Deutsche Bank’s NextGen debuts in Asia at Frieze Seoul

September 2025 marked a milestone for Deutsche Bank’s NextGen programme as we hosted our very first event in Asia, continuing our mission to connect and inspire the next generation of entrepreneurs worldwide.

Jun. 01, 2026


seoul 2026 frieze

Event report

Deutsche Bank’s NextGen debuts in Asia at Frieze Seoul

September 2025 marked a milestone for Deutsche Bank’s NextGen programme as we hosted our very first event in Asia, continuing our mission to connect and inspire the next generation of entrepreneurs worldwide.

Jun. 01, 2026


cityscape

Feature article

Stewardship in a fragmented world: geopolitical implications for family offices

Family offices have historically been well-placed to remain patient and ride out short-term volatility, but even they are contending with the complexity of an increasingly fragmented world.

May. 27, 2026


Luxury real estate ES

Feature article

A place in the sun: the enduring appeal of Spanish luxury real estate

Spain sits at an intersection of global mobility, resilient real assets, long-term capital preservation and security – a combination that continues to draw sophisticated international wealth to its luxury property market.

Mar. 27, 2026


Family Office Landscape

How we work

What should family offices look for in a wealth manager?

Rising complexity in the family office landscape demands institutional discipline, strategic clarity and cross border expertise in every decision.

Mar. 16, 2026


Professionals shaping the modern family office

Expert opinion

The art of letting go: ownership vs management in the changing family office landscape

In a changing and volatile landscape, family offices are rethinking ownership and control. Salman Mahdi, Global Vice Chairman of Deutsche Bank Private Bank, explores how families can adapt without losing purpose.

Mar. 02, 2026


Professionals shaping the modern family office

Expert opinion

The art of letting go: ownership vs management in the changing family office landscape

In a changing and volatile landscape, family offices are rethinking ownership and control. Salman Mahdi, Global Vice Chairman of Deutsche Bank Private Bank, explores how families can adapt without losing purpose.

Mar. 02, 2026


real estate lending desktop

How we work

Navigating the complexity of cross-border residential real estate lending

In today’s international property market, wealthy individuals and families increasingly require solutions that span multiple jurisdictions, diverse legal systems and varied regulatory expectations. Learn how a private bank can help manage these complexities.

Jan. 28, 2026


Germanetti Ragno Deutsche Bank

Delivering a market-leading buyout solution

Deutsche Bank’s tailored support for the leveraged buyout of an iconic Italian brand shows how our Bank for Entrepreneurs (BfE) delivers unique solutions competitors struggle to match.

Sep. 08, 2025


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