Simple Partner Network

Partners: Succession planning

Browse 5 partners in the Simple Partner Network for Succession planning.

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4 partners found

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

Lise Moller

Denmark / Switzerland

Family governanceSuccession planning

Governance implementation

Lise supports families in business and wealth ownership by addressing challenges from family office setup to governance, succession, and next-generation development.

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.

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.