Putting processes, governance and strategies in place to help families plan for their future

Succession planning and governance for the preservation of wealth for future generations

As a multi-family office, our key focus is the protection and preservation of family wealth. Our team helps families agree upon a plan to manage succession and administration processes to support intergenerational wealth management.

Based on our Four Pillars of Capital framework, we help our client families establish a clear strategy, supporting them to articulate a purpose and to consider the role of leadership. This includes defining a set of values according to their financial, cultural intellectual and social capital.

Very often, succession planning requires a meeting of minds across generations. We have years of experience in helping families bridge that gap with a view to facilitating an understanding about people’s different outlooks, ambitions, and skills.

What we offer

Managing risk through effective governance planning
Collaborating with families and single-family offices to understand cross generational aspirations
Prompting difficult conversations for long-term management
Identifying and mitigating real and potential risks (risk management)
Creating a set of protocols for long-term decision-making
Preparing families and family businesses for inevitable events and difficult scenarios

Being a trusted adviser, acting as a sounding board for all family members
Coaching or mentoring next generation family members
Work with family and advisers to support the establishment of an effective succession plan
Work with family and advisers to support the establishment of an aligned family governance structure
Assisting families with the creation of appropriate documentation, which articulates family values
Creating a next generation education programme to assist future family leader