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Partners: Succession planning

Browse 12 partners in the Simple Partner Network for Succession planning.

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11 partners found
Marta Widz

Marta Widz

Italy, Switzerland

Beneficiary education, Business development, Executive coaching

Marta Widz is a Professor of Practice at SDA Bocconi School of Management, Milan, Italy. She is also the founder and CEO of the Family Silver Institute- a boutique advisory for family businesses and family offices.

Ronnie Stangler

Ronnie Stangler

New York City, United States
Next generationPurposeTrends

Behavioural analysis, Ethical advisory, Genomics advisory

Ronnie Stangler helps families of wealth and their advisors successfully navigate the disruptive science of genomics.

Sonja Kissling

Sonja Kissling

Zürich, Switzerland
Governance

Family governance, Ownership strategy, Succession planning

Sonja Kissling advises families in governance and decision-making. She specialises in helping with complex family and business relationships.

Adam Hoffman

Adam Hoffman

Canada
Estate planningFamily governanceRisk managementSuccession planning

Beneficiary education, Estate planning, Family governance

Adam Hoffman empowers, connects and delights fellow wealth stewards that agree entrepreneurism is the key to unlocking meaningful family legacies | family bank advocate | professional trustee | former tax lawyer | 3X founder

Charles Eckhart

Charles Eckhart

United States of America
Next generationPsychodynamicsPurposeGovernance

Family governance, Mediation & family dynamics, Succession planning

Charles Eckhart is a family wealth consultant, with a background as a clinical psychologist, and expertise in helping families prepare for wealth transfer, and grow together.

Christian Schiede

Christian Schiede

Munich, Germany
Business strategyEntrepreneurshipGovernanceNext generation

Business transformation, Leadership consulting, Ownership strategy

Christian Schiede has over 15 years of experience working with ‘hidden-champions’ and advises entrepreneurial families in succession strategy

Miles Le Cornu

Miles Le Cornu

Channel Islands / Jersey
Family constitutionFamily councilGovernanceLegacy

Beneficiary education, Estate planning, Governance implementation

Miles Le Cornu is the co-founder of MK Consultants Limited and has assisted families to create state of the art wealth planning solutions.

Anne-Sofie van den Born-Rehfeld

Anne-Sofie van den Born-Rehfeld

Denmark
Succession planning

Family governance, Philanthropic advisory, Succession planning

As the CEO of Harbour Family Governance, Anne-Sofie van den Born Rehfeld works as a trusted advisor for a wide range of family offices, owners of family businesses and UHNWIs.

Todd Krim

Todd Krim

United States of America
Philanthropy

Mediation & family dynamics, Public relations, Succession planning

Todd Krim is the founder of The Krim Group where he works as a connector between charitable causes and high-profile funders.

David Werdiger

David Werdiger

Melbourne, Australia
GovernanceNext generationSuccessionFamily governance

Family governance, Succession planning

David Werdiger is director of Nathanson Pearson, an established service provider for high-net-worth families and a 2nd generation family member.

Tsitsi Mutendi

Tsitsi Mutendi

Johannesburg, South Africa
Family continuityFamily wealthGovernanceSuccession

Governance implementation, Risk management, Succession planning

Tsitsi Mutendi supports families of wealth with governance and risk mitigation, helping family office teams align between family and office.