WEALTH WITHOUT AN HEIR
Without an obvious successor,
what is your wealth for?
Traditional wealth transfer planning is largely built around the next generation. When there is no obvious successor, continuity and transmission take on a different meaning.
Ljomy is an independent advisory for individuals and families for whom succession has no established answer.
We bring deep understanding of family dynamics and strategic perspective to clarify the purpose of your wealth, and how to shape the strategies and structures that can carry that intention forward, across philanthropy, investment, business, governance, continuity or exit.
How should your wealth continue to serve the
values, commitments and ambitions that have shaped it?
Whether you are a wealth creator without children, part of a last-generation family, part of a family where only some branches have children, or part of a family whose next generation has chosen another path, the question shifts from succession to intention.
FIRST AND LAST
Wealth creators without children.
THE LAST GENERATION
Families where the children are all last generation members.
DIFFERENT LINES
Families where some branches have children and some don’t.
A NEW DIRECTION
Families whose next generation chooses another path.
