Plan, protect and prosper across generations

Succession planning

With an estimated $84 trillion in transitions between generations globally, families are facing more than just financial decisions — they’re shaping legacy, leadership and long-term impact.

Succession planning isn’t only about preserving wealth; it’s about aligning values, fostering resilience, and preparing the next generation with purpose.

At Belasko, we work closely with families to turn complexity into clarity — helping you protect what matters and prepare who matters, for generations to come.

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The Belasko experience

What you can expect

  • Bespoke succession structures tailored to your values and goals
  • Clear governance by defining roles and decision-making
processes to support family harmony
  • Guidance through major liquidity events to ensure smooth transitions with control
  • Empowerment of the next generation with education and mentoring to prepare them for future leadership
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Explore more
from Belasko

01
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Luxury assets

We advise on optimal structures for high-value assets — yachts, cars, wine, art and more — so you can enjoy them without friction.

02
Pw philanthropy

Philanthropy

Establish meaningful structures that enable impact beyond your family, supported by robust governance and long-term planning.

03
Pw concierge

Concierge and lifestyle

From travel and education to family governance, we offer discreet lifestyle support that allows you to focus on what matters most — your goals, your family and your passions.

Let's talk

Lead with foresight. Talk to our team about protecting your legacy across generations.