Planning and preserving your family's wealth

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.

Periods of volatility can test even the most seasoned investors. When markets and headlines move quickly, emotions can cloud judgement. We explore why portfolio discipline could help investors navigate uncertain markets.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.