{"id":825,"date":"2025-06-10T11:39:12","date_gmt":"2025-06-10T11:39:12","guid":{"rendered":"https:\/\/iqeq.com\/im\/insights\/essential-guide-to-succession-planning\/"},"modified":"2025-09-01T08:42:45","modified_gmt":"2025-09-01T08:42:45","slug":"essential-guide-to-succession-planning","status":"publish","type":"post","link":"https:\/\/iqeq.com\/im\/insights\/essential-guide-to-succession-planning\/","title":{"rendered":"Essential guide to succession planning\u00a0"},"content":{"rendered":"<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><i><span data-contrast=\"auto\">By Stuart Pinnington, Global Head of Asset Owners<\/span><\/i><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">As the Great Wealth Transfer progresses, many families are turning to trusts and foundations as time-tested vehicles for wealth preservation and transfer. We\u2019ve therefore created a <\/span><\/b><b><span data-contrast=\"auto\">new guide<\/span><\/b><b><span data-contrast=\"auto\"> offering detailed insight on these structures and their role in succession planning.\u00a0<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The Great Wealth Transfer, forecasted by Cerulli, will see trillions of dollars transferred from Baby Boomers to their heirs over the next two decades. While many families will have taken steps to ensure that their financial affairs are in order, they may have found that traditional tools such as wills and power of attorneys have their limitations, especially for families with complex, multi-jurisdictional holdings.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Given the complexity of the landscape, an increasing number of families are turning to trusts and foundations. These time-tested structures \u2013 which have evolved over the last few centuries to address the specific needs of those seeking to preserve or transfer wealth \u2013 not only provide peace of mind but are highly adaptable and therefore well suited to today\u2019s rapidly changing, inter-connected world.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Our new succession planning guide is packed full of relevant information on trusts and foundations, including everything our clients might need to know about the structuring options available in key jurisdictions worldwide. Click below to read and download:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p style=\"text-align: center\"><a class=\"btn btn--purple btn--mint\" href=\"https:\/\/iqeq.com\/wp-content\/uploads\/2025\/08\/IQEQ_Succession-PlanningFinal_26Aug25new.pdf\">Download the guide<\/a><\/p>\n<p><span data-contrast=\"auto\">We hope you find this guide useful and would welcome any questions you may have.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n            <\/div>\n<\/section>\n\n<section class=\"video-player standard-spacing\">\n    <div class=\"container fade-in\">\n        <div class=\"bg-img lozad\">\n            <img width=\"857\" height=\"481\" class=\"attachment-video_player size-video_player lozad\" alt=\"\" data-src=\"https:\/\/iqeq.com\/im\/wp-content\/uploads\/sites\/18\/2025\/06\/AdobeStock_356529384smaller-857x481.jpg\" \/>            <span data-url=\"https:\/\/player.vimeo.com\/video\/1092074649\" class=\"embed-play-icon\"><\/span>\n        <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"text-block standard-spacing  \">    <div class=\"container fade-in\">\n        <p><b><span data-contrast=\"auto\">To find out more about IQ-EQ\u2019s comprehensive support for family offices and to contact our expert team, please <\/span><\/b><a href=\"https:\/\/iqeq.com\/services\/family-office-services\/\"><b><span data-contrast=\"none\">click here<\/span><\/b><\/a><b><span data-contrast=\"auto\">.<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n            <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":51,"featured_media":826,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[1],"tags":[],"expertise":[35],"service_category":[],"class_list":["post-825","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Essential guide to succession planning\u00a0 | IQ-EQ Isle of Man<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iqeq.com\/im\/insights\/essential-guide-to-succession-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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