Herbert & Webster Ltd Independent Financial Advisers - IFA - Chartered

🌟 Bridging Generations: The Heart of Our Succession Planning 🌟

We commit to the future of the families we serve through succession planning.

Recent insights from Campden Wealth and AlTi Tiedemann Global reveal a critical gap in family offices: while many engage the next generation, they often lack structured development and educational pathways.

🔍 Key Findings:

➡️60% of next-gen family members attend board meetings, but few receive structured development.
➡️23% of family offices have recently implemented family engagement and education initiatives.

Succession planning remains one of the least satisfactory services offered.
These findings highlight the need for a clear, structured approach to succession planning.

At Herbert and Webster, we:

➡️ Engage and Educate: We involve the next generation and prepare them for future leadership.
➡️ Tailor Strategies: We design bespoke solutions to meet the unique needs of each family, fostering a sense of purpose and financial literacy.
➡️ Ensure Long-Term Success: We bridge the generational gap to preserve and grow wealth across generations.

Ready to secure your family's future? Contact us today.

Family offices still struggling to bridge generation gap Succession planning is still incomplete in over half of family offices, a report from Campden Wealth and AlTi Tiedemann Global found.

Tariffs have shaken the markets – how worried should we be? The sharp fall in stock markets shows no sign of letting up after the US imposition of tariffs. Does this qualify as a stock market "crash" and what that could it mean for investors and pension holders?

What the government must do to develop ‘investing culture’ they want The number of investors in the UK public have significantly dropped — so what needs to be done to turn it around again, asks Karl Matchett?

What the Spring Statement means for your finances: This is Money podcast On this episode, we dive into the Spring Statement to explain why it happened, what it means and tackle the question of whether taxes are going to have to rise again in autumn.

Barron's Daily: Nvidia Was Once a Hot Stock, Why It’s Now Leaving the Market Cold. And 5 Other Things to Know Today. A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

Investors should take stock of the shift in volatility Investors should take note of the hidden risks associated with over-dependence on and exposure to particular categories of stocks.

Does investment research make sense in the age of AI? Large language models can outperform analysts in some areas, but human intuition is invaluable.

You Can’t Escape Politics. Your Investing Decisions Can. Mixing politics with your portfolio—regardless of your party affiliation—is an old, persistent and pernicious idea.