Succession planning at Lineage Group

We believe that succession planning is the ultimate form of strategic planning and needs to be treated as such. Understandably, it may be the last thing you, as the head of a successful business family, want to think about.

Handing over the reins, leadership and wealth across generations is a never easy and requires  a balance of careful planning, strategic foresight and an understanding of family dynamics.

Governance and structuring

Succession planning can get tied up with emotions which is why we believe governance, communication and structure are key.

We focus on establishing robust frameworks that not only safeguard the family business but also do their best to create a fair handover to the next generation.

Strategic succession planning

We bring together and balance current business objectives with long-term family aspirations.

Our Succession planning involves ensuring there is a plan for:

  • The Business;

  • The Leadership of the Business;

  • The Ownership of the Business; and

  • A Financial plan for the Family

We help you navigate, and accelerate through, the normal and predictable challenges of growing a multigenerational family in business, helping to achieve business success and promote family harmony.

Human capital across generations

We believe in playing to the strengths of both your business and your family to help guide both through the changes ahead.

We identify key skills and experience (and any gaps which need to be filled through training or hiring); retaining talent; transitioning roles and responsibilities; and fostering leadership skills.

Legacy planning

Beyond the financial and operational aspects, we offer you the chance to create a legacy. We support families in channelling their philanthropic efforts to where they can do the most good.