Approach & Values

Every transition, whatever its nature, is a complex endeavour, and intergenerational succession is no doubt among the most sensitive, intricate and multifaceted processes there are.

Families who sustain their wealth across generations manage it as they would a successful business enterprise.

By emphasising the importance of legacy, intergenerational bridges can be formed, strengthening both family and business ties.

We understand the challenges that business families are faced with. Each family is unique as are their circumstances.

At Core Values we provide a tailor-made approach by truly listening to our clients, giving sound advice and providing workable solutions which reflect the client’s own values.