Intergenerational dialogue
Dialogue across generations calls for listening and accessible language. Sharing the reasons behind decisions helps distinguish lasting values from practices that may evolve over time.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Generational continuity
Preparing transitions, cultivating dialogue.
DISCIPLINE · DISCRETION · CONTINUITY
08 / PERCY & CO.
Passing on wealth requires time, mutual understanding and coordination with qualified professionals. This perspective addresses intergenerational dialogue, preparation for responsibility and the orderly preservation of family memory.
Areas of attention
- Intergenerational dialogue
- Preparation for responsibility
- Memory and documentation
Preparation for responsibility
Taking responsibility requires experience and an understanding of context. Gradual involvement supports learning and helps each generation find its contribution to the family perspective.
Memory and documentation
Documents, experiences and reasons form a useful memory for future decisions. Keeping them in order supports continuity without turning the past into an unchangeable constraint.
Understand. Decide. Steward.
A decision has meaning when it reflects its family context. The approach begins with a complete picture and makes objectives, responsibilities and time horizons explicit.
PERCY & CO.
Questions that shape decisions
01Which values should remain recognisable?
02How can the next generation be involved?
03Which steps require specialist preparation?