Lidster & Co serves international families, across the generations, helping them successfully prepare, educate and transition wealth and responsibilities from one generation to the next.
We are a truly independent advisory firm consulting international families of enterprise or financial families, from first generation wealth creators and entrepreneurs to multi-generational dynasty families. We often work hand in hand with our clients existing professional intermediaries and family office professionals.
All too often financial and estate planning focuses solely on the management of financial assets, with little regard to supporting the complex human relationships involved in creating, managing, maintaining and growing the true wealth of the family down the generations. This is where Lidster & Co focuses its attention, ensuring that families aren’t the 91% who lose wealth down the generations due to a lack of communication, trust or preparation.
Some of the current challenges we help our clients overcome involve:
Identifying and cataloguing the families shared values, purpose of wealth and mission.
Preparing the next generation to successfully take on the responsibilities of great wealth.
Protecting the family’s financial assets through the development and creation of family offices.
As well as being a mentor and facilitator for all members of the family, we also develop specific training and development courses for the next generation in order to fulfil knowledge gaps such as financial education, money management and philanthropy.
For further information, please contact Jonathan Lidster, Founder, Independent Family Adviser:
Tel: +44 (0) 7903 082 136