Family Governance and Succession

Family Governance and Succession

We provide holistic advice and guidance to families on the management and succession of wealth over multiple generations.

This includes:

  • advising on management and governance structures such as private trust companies, family offices and family councils / boards;

  • advising on and preparing family constitutions which define a family’s common mission, capture the family’s values and guiding principles and provide a framework for family governance and decision making;

  • advising on and guiding families on the adoption of family policies; and

  • advising and guiding families on family communication, education and engagement strategies. 

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