Our Family Governance Service is designed to help families manage their collective affairs and make decisions in a unified manner. This is especially crucial for handling shared assets, wealth, and family businesses.

We recognize that each family has unique needs and objectives. Our role is to assess these specific requirements and align you with the right professionals and resources to meet them.

Through establishing a clear and effective governance structure, we aim to preserve family unity, ensure smooth wealth transfer across generations, and minimize potential conflicts.

Family succession planning is the process of preparing and transitioning a family-owned or closely-held business from one generation to the next.

It involves creating a structured and well-thought-out strategy to ensure the smooth transfer of leadership and ownership within the family while preserving business continuity and long-term success.

We work with you to identify and establish key elements, such as goal setting, ownership transition, contingency planning, legal and financial considerations, and timetables to form a family charter.

We do this in collaboration with legal advisors, notaries, and fiscal advisors.

In cases where trusts, foundations, or private foundations are involved, trustees, board members, and fiduciaries help manage and oversee the assets according to the family’s wishes and governance agreements.

Our primary responsibilities revolve around ensuring the proper administration, protection, and distribution of family assets in accordance with the family charter.