The Lessons in Legacy Podcast is a new series that follows on from Boodle Hatfield's ‘Lessons in Legacy’ research - an initiative that explores what legacy means to families and individuals in the 21st century. The series provides a platform for a dialogue with a number of leading academics, professional advisers and business leaders about the evolution in the approaches, attitudes and adjustments successful individuals and families are taking to plan for wealth transfer. Across the coming months, we will break down some of the themes that are now front of mind for those responsible for family wealth. We will take into account the priorities of the succeeding generation and look at how, in turn, we as advisers can support and steward a legacy’s sustainability and reflect a families’ longer term purpose, values and sense of cohesion.
In the second episode, Partner, Clare Stirzaker is joined by Catherine Grum. Catherine is the founder of the Catherine Grum Consultancy, a newly launched business with a mission to empower enterprising families to apply their wealth with purpose. She provides a range of educational and consulting services to families and family offices, with a focus on helping to understand and articulate the purpose of wealth and family goals. Her advice comes from years of experience working with families in different guises across of the private wealth industry. With Catherine’s expertise, we look at what the term legacy means in today’s world and its connotations, whether the next generation feels hamstrung by the concept of legacy and how business leaders can innovate where a predecessor’s legacy is so dominant.
This podcast is intended to provide a first point of reference for current developments in aspects of the law. It should not be relied upon as a substitute for professional advice. If you would like to discuss any of the points raised during the podcast, please do not hesitate to contact Clare Stirzaker or Catherine Grum using the details listed below.
Speakers:
Clare Stirzaker, Private Client Partner at Boodle Hatfield
t: +44 (0) 20 7079 8170
e: CStirzaker@boodlehatfield.com
Catherine Grum, Founder of the Catherine Grum Consultancy
e: catherine@catherinegrum.com
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