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World of Private Clients - Family & Generational Wealth: tips for making succession work
We are excited to be joined by Alex Scott of Schroders Global Family Office Services who will share his insights and vast expertise from the Family Office world. Our international colleagues will also be taking a deeper dive into some of the key things families need to make succession work smoothly, including communication, collaboration and preparing the next generation.

*Registration information will be shared with the BDO global network.

Nov 11, 2021 01:00 PM in London

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Speakers

Catherine Grum
Head of Family Office Services @BDO UK
Catherine leads BDO's Family Office Services group. Her practice focuses on family offices and enterprising families. She advises families and individuals throughout the process of transitioning wealth and across the family office life cycle from entrepreneurs to established family offices and the next generation. Her specialisms include family governance, family office creation and philanthropy.
Jeff Noble
Director @BDO Canada
Jeff is a senior consultant in the BDO Advisory Services Practice. With 20+ years of facilitation and coaching experience, he helps family enterprises, select private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
Ed van de Vijver
Senior Adviser and Mediator @BDO Netherlands
Brooke Anderson
Managing Principal @BDO US
Brooke has more than 15 years of experience serving high net worth individuals, their families, family offices, C-suite executives and others with complex tax and financial structures. Her expertise centers on trust administration, fiduciary responsibility, gift taxation, generation skipping transfer taxation and estate taxation and planning. Brooke is skilled in working alongside the clients' trusted advisors and focusing on assessing current situations, identifying risks and proposing solutions to achieve the most optimal results.
Alex Scott
Chair of Global Family Office Services @Schroders Global Family Office Services
A fourth-generation family business owner, leader and strategist, Alex is Chairman of Schroders Global Family Office Service. He joined the company when Schroders acquired Sandaire, a London-based family office that Alex founded in 1996. He has a personal understanding of the responsibilities and opportunities presented by family wealth. Alex was previously Chairman of Applerigg, a private, family-owned business built on the foundations of a financial services group established by his great-grandfather in 1903. He founded and grew the Applerigg portfolio of companies. This included Sandaire, along with Yealand Administration, a fund administration company and Horizons, a networking and educational environment for future leaders. He is a Non-Executive Director of several private companies. He is a Director of the Family Business Network International, co-founded and is Joint Life President of the Institute for Family Business (UK).