Family Wealth Governance Solutions

Succession planning is the process of transferring management of a company to future generations. Research indicates that only 35% of family-owned businesses survive into the second generation, and a mere 15% make it to the third generation.

To secure a coherent governance plan for your family wealth, we offer services tailored to the needs and dynamics of family businesses, including:

• Family councils

• Values clarification

• Shareholder structure

• Board structures

• Shareholding arrangements

• Retirement planning

• Considerations for family members not employed by the company

Developing effective strategies and a sustainable succession plan is essential. Our professionals offer succession planning services that positively impact the business, the family and key executives, ensuring a smooth transfer of corporate governance to future generations.

Contact us today to begin your succession planning journey.