Family governance and next-generation planning.
Governance structures, financial education for heirs, structured philanthropy, and facilitated family meetings—so that the generation receiving wealth has context and capability beforehand.
The families that transfer wealth successfully tend to share one habit: they discuss it deliberately, before circumstances require it.
This is the part of a mandate families most often postpone. It is also the least technical: largely structure, facilitation, and sequencing.
Disclosure proceeds at the family’s pace, beginning with what can reasonably be shared now rather than requiring full disclosure at the outset.
The components of the work.
Scoped to the family’s situation; few mandates require all of it at once.
Family governance
A simple constitution or charter: shared principles, decision rights, how disagreements are handled, and how the family meets.
Next-generation education
Age-appropriate financial education for heirs, from budgeting and debt through to structures, ownership, and the responsibilities attached to them.
Structured philanthropy
Giving with a stated purpose, a governing structure, and a review cycle, whether through a foundation, a donor-advised fund, or direct gifts.
Family meetings
Preparing and facilitating meetings with an agenda, a written record, and tracked follow-up items.
When this applies.
Circumstances families describe when this is the right starting point.
- +
Children are inheriting or joining ownership within the next decade.
- +
No family member under fifty has seen the balance sheet.
- +
Some children work in the business and others do not.
- +
Giving is generous but unfocused, and the family would like it to have a direction.
- +
A first family meeting is overdue and nobody wants to convene it.
- +
A generational transition has begun and roles have not been discussed.
The sequence.
Consistent across mandates, varying in depth and pace.
Understand
We establish what the capital is for, who depends on it, what has already been decided, and which questions are unresolved. No recommendations are made at this stage.
Frame
We assemble the position in one place: assets, structures, obligations, and the tax and estate mechanics already in effect, presented as a single balance sheet.
Design
We propose an investment policy and planning approach in plain language, setting out the intended role of each holding, the principal risks, the total cost, and the trade-offs being accepted.
Steward
We implement, report, and review on a set schedule, with an out-of-cycle review triggered by material changes in the family’s circumstances.
Commonly combined with
Arrange a first conversation.
About an hour, at no cost and without obligation: your circumstances, what the capital is for, and whether our services are a fit.