Your Next-Gen Legacy® path to excellence
PREPARE YOUR HEIRS TO PROTECT WHAT YOU'VE BUILT
THE FIGURES ARE ALARMING
Without preparation, heritage continuity is compromised
Parents
Give your heirs the keys to trust, legitimacy and leadership.
Banks
Secure your customer relationships across generations.
Hosted & designed by Sylvie Becker / Philippe Henderickx, with top Swiss trainers (executives, former bankers, experts). Drawing on her experience in next-gen programs at JP Morgan and family business at Lombard Ondier, she has developed a unique approach to wealth transfer and intergenerational leadership.
We structure your teams so that they become credible strategic partners for wealthy customers.
Ambitions to achieve
– Giving heirs and women the practical tools they need to manage, invest and pass on their assets.
– Develop the confidence and legitimacy they need to assume their role within the family and with financial partners.
– Prepare the Next Gen to make strategic and sustainable decisions, aligned with family values and international standards.
– Offer banks a lasting link with heirs, guaranteeing continuity of the relationship.
– Reassure parents through structured, professional transmission.
Program content
Strategic financial education
Economics & Financial Systems
Governance & family continuity
Trusts, family office, estate planning, family council.
Interpersonal leadership
Posture, emotional confidence, influence, relational codes of high banking.
Vision & family values
Create a legacy aligned with family aspirations.
Networking & international inspiration
Exclusive master classes and exchanges between Next Gen.
- Immersive bootcamps: Switzerland, Middle East, Latin America, Africa.
- Private master classes: led by experts and executives from the Swiss financial center
- Confidential individual coaching: personal transformation, overcoming emotional blocks linked to money, customized action plan.
- Hybrid programs: flexible formats (max. 5h/day) combining family life and intensive training.
Exclusive formats
Transformation & impact
Heirs and heiresses become legitimate, operational leaders.
Secure transmission thanks to solid asset governance.
Parents reassured that their inheritance is being managed with seriousness and professionalism.
Institutions capable of retaining the loyalty of the new generation and preserving the banking relationship over several generations.
Testimonials
“I was always told: one day, it will be yours. But no one ever explained to me what to do when that time came.”
Hugo, 31 - Zurich
Family wealth passed on at age 25
Hugo inherits a considerable fortune, but without any preparation. Poorly surrounded and left to his own devices, he made one mistake after another: risky investments, unreliable entourage, excessive consumption. In less than ten years, a large part of the estate went up in smoke. He lost the confidence of his family and banking partners.
“Thanks to the Academy, I’ve learned to understand my role, stand up for my values and make decisions with clarity.”
Lina, 27 years old - Abidjan
Next Gen training from the age of 24
Lina joined the Swiss Wealth Academy even before receiving the bulk of her inheritance. She acquired a strategic vision of wealth, mastered the challenges of family governance, developed her relational leadership and built solid relationships with financial partners. Today, she embodies the values of her family and has become a benchmark in her circle.
