Managing wealth across generations requires more than financial planning alone, it also requires clear structures, shared understanding and effective communication.
Without a defined framework, differing expectations and priorities can create uncertainty or conflict over time. Establishing clear governance arrangements helps ensure that decisions are made consistently, responsibilities are understood, and long-term objectives remain aligned.
We work with families to develop governance structures that reflect their unique dynamics, helping to protect both wealth and relationships. Our approach is focused on creating clarity and stability, while allowing sufficient flexibility to adapt as circumstances change.
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Family Governance Services
- Family Charters
- Dispute Resolution
- Advisory Services
- Philanthropy
- Planning for a Sale
- Succession Planning
- Taxation and Reliefs
Family Charters
Family Charters play an important role in formalising how a family approaches decision-making, wealth management and long-term planning.
These documents set out guiding principles, define roles and responsibilities, and establish processes for managing key issues, such as how the family business is to be run or what is the long term strategy. They can also help clarify the relationship between different elements of a family’s structure, such as family members, trustees and any family office arrangements.
A well-structured Family Charter may include provisions relating to governance, the management of family assets, the distribution of income or capital, and approaches to investment and succession. It can also provide a framework for addressing potential areas of disagreement, helping to reduce the risk of conflict.
We support families in developing and refining these documents, ensuring that they are practical, effective and aligned with long-term objectives.
Dispute Resolution
Disputes can arise even in well-structured arrangements, particularly where complex assets or family dynamics are involved.
Our focus is on resolving issues as efficiently and constructively as possible, while minimising disruption and protecting relationships. We take the time to understand your objectives and guide you through the most appropriate course of action.
This may involve mediation or other forms of alternative dispute resolution, or where necessary, formal court proceedings. We also provide advice on preventative steps, helping to reduce the likelihood of future disputes and limit exposure to litigation.
Advisory Services
As advisers, trustees, board members, and administrators for multi-generational international families, our experience enables our Private Wealth partners to assist you in developing and executing family governance plans that secure a lasting legacy for your family and future generations.
Our Family Governance advisory services consider the family dynamics, risk management aligned with your goals, values and security.
What is Family Governance?
The introduction of Family Governance is a process through which the family reaches consensus on important matters which will have an impact on the current and if all goes well also future generations. It cannot be rushed or imposed but the fact it does take time, should no deter families from the undertaking.
