Ensuring a Smooth Succession Event

A successful succession event requires clear communication and meticulous planning well in advance. It is crucial to maintain market confidence, smoothly transition important relationships, and ensure the succession event is viewed positively.

At our firm, we have had the privilege of working with some of the world’s most accomplished family businesses and executive teams, supporting them in effectively communicating their succession events while safeguarding their personal and business reputations.

Our Succession Planning team is comprised of strategic thinkers who possess a deep understanding of the emotional and business risks associated with succession. With decades of experience, they specialize in guiding clients through the challenging and often unforeseen obstacles that arise during transition events, ensuring they are perceived positively in the market. Our team is agile, proficient in planning, and well-versed in media dynamics.

To speak with one of our experienced communications advisors in London, please contact us at +44 7405 133042 or reach out to us online.

We provide comprehensive support throughout the entire succession timeline, including preparing crisis succession plans, drafting communication materials for stakeholders, and addressing media inquiries during the event itself.

Our Services

Our Succession Planning team caters to multi-generational family businesses and large companies undergoing management transitions.

Our key services include:

  1. Strategic communication advice during the transition event.
  2. Identifying and effectively communicating with crucial stakeholders throughout the transition.
  3. Developing communication timelines to manage perceptions in the months and years leading up to the succession event.
  4. Crafting internal and external content for effective stakeholder communication.
  5. Establishing the message and narrative for the succession event.
  6. Assessing reputation risks associated with the transition.
  7. Conducting comprehensive reputation audits of incoming family members and executives.
  8. Coordinating with the press during the transition event.
  9. Preparing crisis succession plans to address unexpected and untimely transition events.

Every family and business requires a personalized work program, and our experienced team will devise a plan that caters to your specific needs.

Our Experience
Over the years, our team has successfully assisted numerous clients in preparing for and managing succession events. Here are some recent highlights:
  1. Developing a two-year communications plan for a multi-generational family business (revenues exceeding £350 million) during the transition to the next generation.
  2. Creating a crisis communications plan for a Nasdaq-listed company ($1.4 billion) to handle any unforeseen absence or incapacitation of core leadership members.
  3. Acting as advisors to a single-family office (£800 million AUM) during the transition of assets from the first generation to the second generation, ensuring crucial relationships with advisors, peers, and introducers were maintained.
  4. Conducting a comprehensive online reputation audit for an incoming CEO of a company before a transition event, mitigating any potential reputational risks associated with old material.
  5. Devising a communications plan for a family with assets held in a trust ($75 million), addressing potential public and media inquiries regarding tax implications and the family’s future assets.
All our work is conducted with the highest level of confidentiality and discretion, prioritizing the protection of our clients and their interests.
Our Clients

Our services are tailored to successful individuals, families, and their businesses.

Recent clients include:

  • Family trusts and other wealth management structures
  • Trustees and beneficiaries
  • Next-generation family members
  • Family businesses
  • Executive leadership teams
  • Companies seeking to mitigate succession risks
  • Leadership teams navigating geopolitical uncertainty
  • High-net-worth individuals
  • Business founders and entrepreneurs
  • CEOs and senior executives
  • Family offices

Our clients value discretion, confidentiality, and trust. They expect a highly personalized approach that respects their individual and personal needs.

About Us

LaerryBlue is an award-winning strategic communications advisor to successful individuals, executives, and their businesses.

Working with our team  sets us apart from other communications agencies. We measure our relationships not in weeks, months, or years, but in generations. Our clients consistently return to us whenever needs arise, relying on our unwavering loyalty, trust, and confidence. We strive to build lifelong relationships based on these principles.

Established in 2017, we have become the leading provider of PR services to successful individuals and their businesses. Over the years, we have expanded our service offerings beyond media liaison and traditional public relations to encompass online reputation management and advisory services related to succession and family disputes.

Our team has grown to cater to new clients, including family businesses, executive leadership teams, family offices, and family foundations.

We have built our firm from the ground up to meet the unique needs of successful individuals and their businesses.

We unapologetically focus on this niche, enabling us to better understand our clients’ needs, expectations, and requirements compared to anyone else.

Ready to take control of your communication strategy?