Transition to next generation.
We provide family members with support and advice throughout the transition planning process particularly vital where there is a family business. We provide general consulting services to families to assist them in related estate and succession planning.
A smooth transition between generations
Guided by the head of the family, we provide family governance and dynastic planning advice to him and the family members and help develop an agreed “blueprint” for eventual succession. Such a document is often known as a Family Constitution or Charter, and can prove vitally important in the prevention of damaging family disputes.
We will help implement the succession plan when the time comes to do so..
Our own experience and skills, and our network of advisors in related fields , can provide continuing guidance on the management of the family’s business and wealth under the stewardship of the new generation.
We can access advice, where necessary, from our trusted international network of lawyers, bankers, investment managers, real estate experts, tax advisers, and corporate professionals.
We coordinate the relationship with the right people to help continue the growth of the family wealth and business and safeguard its future.
