The transfer of wealth from one generation to the next is rarely straightforward. Even families with strong legal and tax arrangements often find that the human and structural dimensions of succession have not been thought through with the same rigour.
Lockmore Capital works with families to address that issue well before any transition becomes urgent.
Ownership Transition
Coordinating with external counsel to ensure ownership transfer is planned coherently across all relevant structures, with appropriate restructuring identified in advance and each step properly sequenced.
Leadership Change
Helping families think through who is being prepared for a leadership role within a business or investment structure and what support and preparation they need. Lockmore Capital also outlines how the transition will be managed so that continuity of governance is maintained.
Inheritance Planning
This involves working alongside legal and tax advisers to ensure that existing wills, trust structures, and estate plans reflect current intentions and current asset positions. We coordinate the work needed to bring these structures into alignment where they currently are not.
Long-Term Preservation of Family Purpose
Helping families articulate and document the principles and priorities that should guide how wealth is used across generations, so that what has been built is protected.
Preparing the Next Generation
Readiness for a generational transition has to be developed deliberately. Lockmore Capital supports families in thinking through how younger family members are introduced to the responsibilities they will eventually carry. We also ensure they are given appropriate involvement in family financial decisions at the right stage.