Family governance and preparing the next generation.
Facilitated family meetings, a short written charter, financial education for heirs and structured philanthropy, so the generation receiving wealth understands it before it arrives.
Disclosure in stages.
Most of this work is structure, facilitation and timing. The family sets the pace.
- Context
How the wealth was made, what it is meant to do, and who depends on it.
- Structure
Which companies and trusts exist, and who decides what.
- Small, real decisions
A modest portfolio, a seat at a manager review, or a share of the family’s giving.
- Figures
Shared once the context is understood, starting with what can reasonably be shared now.
When to begin.
Children are inheriting or joining ownership within the next decade.
The younger generation has not yet seen the family balance sheet.
Some children work in the business and others do not.
The family gives generously, without a stated purpose or a way to review it.
The family has not yet held a first meeting.
What the work includes.
Family governance
A short charter covering 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 that come with 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
Prepared and facilitated, with an agenda, a written record, and follow-up items tracked.
A first family meeting goes better with something concrete on the table. The review from Wealth & Estate Planning and the statements kept under Family Office Services usually provide it.