Family Governance & Legacy Planning

An integral part of what we do is to support our client families in succession/ legacy planning and family governance. We provide the institutional arrangements to manage your family identity, harmony and wealth. Our team of trusted advisers can answer your throbbing questions on how to safeguard your family values and identify roles and responsibilities.

With our experience with family-governance issues we can assist you in setting up a governance model and guiding your family through the process of implementation.  We can manage family meetings, ensuring they are effective and properly documented.

Our service offerings include: 

• Family meeting coordination
• Family education plan
• Family governance structuring
• Expert fiduciary services
• Family business succession planning
• Trust setup & management
• Estate administration