Smart Money — Citadel’s Jodi Suchard on effective wealth management across generations

In this Smart Money with Alishia Seckam interview, Jodi Suchard explains how to prepare future generations to manage their wealth.

Suchard is an Advisory Partner at Citadel Investment Services and boasts extensive experience across wealth management, private banking, and corporate finance.

In her current position, Suchard leverages her analytical expertise and deep understanding of wealth management to provide thoughtful financial guidance while building and managing relationships with high-net-worth individuals and families.

She also draws on the deep well of experience she gained at companies she worked for before joining Citadel Investment Services, including Investec Private Bank.

Suchard holds a Bachelor of Commerce Honours in Accountancy from the University of Johannesburg.

The interview

In this Smart Money interview, Suchard discusses why she sees the midlife crisis as a financial launchpad and explains how to prepare the next generation to become good investors with excellent financial management skills.

Suchard notes where wealthy parents frequently go wrong when preparing their children and how trust is the bedrock of financial succession across multiple generations.

She also outlines what a successful wealth strategy leaves behind, beyond just portfolio numbers or the assets in a will.

Suchard concludes the interview by sharing how she offers rational advice to her clients during a challenging geopolitical climate.

Watch the interview with Jodi Suchard below.