Wealth Planning, Family, and Business Governance

We start with the fundamental questions: what is the purpose of your wealth plan? What will it mean for your relationships, and your legacy?

Then, we collaborate on a roadmap to guide your wealth plan. So you can feel confident to navigate the future – with our expert advice close at hand.

The result: a happier, healthier relationship with your wealth, and your loved ones.

Strong family governance is the foundation of any lasting legacy. We help you define your family vision, structure, and leadership. We do this by creating a platform for your entire family governance. This could include:

  • Drafting statements to reflect the family vision, values, and guiding principles
  • Building structures and introducing a wide range of legally binding instruments (e.g. family boards and various committees)
  • Developing and implementing family constitutions and ensuring that the principles agreed become part of trusts, shareholders agreements and other governance arrangements

Once the platform is set up, we provide continuous support at every step of the way, including:

  • Strategic and continuous assessments of your biggest risks
  • Ongoing support for your governance platform
  • Arranging family retreats
  • Sitting on family boards
  • Acting as protectors
  • Mentoring the next generation

For business-owning families, business and family governance are inseparable.

How do you protect both business and family? Who owns, runs, and controls the business? What happens if there is major disagreement?

Crucially, we can help find a place for family members within a business – from owner to employee. In doing so, we preserve the integrity of the business, and unity of the family.

Giving is only one aspect of modern philanthropy.

We help our clients design – and implement – philanthropic strategies that include giving, involvement, and evaluation.

Each strategy is designed in close collaboration with a wealth owner – and the causes they are passionate about.

Fiduciary, Trust, and Private Office

Create the structures you need to
bring clarity and cohesion to your
wealth and relationships.

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Strategic Consulting

Gain insights and advice to
position your organization,
strategically and confidently.

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