Multigenerational trust case study: The Bonnier Family’s Investment Company

The Bonnier family’s investment company, Bonnier Holding, was founded in Sweden in 1804 and is one of the oldest and largest family-owned investment companies in Europe. 

Bonnier Holding is managed by a board of directors, which includes family members and other independent directors. The company’s assets include significant holdings in a range of investments, including media, publishing, and real estate. 

The company is dedicated to preserving and growing the family’s wealth over the long term while also supporting charitable causes and promoting social change. Bonnier Holding has a long history of philanthropy and has supported a wide range of causes over the years, including education, culture, and the environment. 

One of the unique features of Bonnier Holding is its focus on sustainability and responsible investing. The company is committed to promoting environmentally sustainable practices and investing in companies that share its values. 

Overall, Bonnier Holding serves as an example of how multigenerational trusts can be used to manage and preserve wealth over the long term while also supporting philanthropic causes and promoting social change. By investing in a diverse range of assets and maintaining a focus on sustainability and responsible investing, the company has been able to achieve long-term success and make a positive impact on society.