The family is preparing to transfer wealth or a business to the next generation
02 · PRACTICE AREA
02Family governance & succession
We help families align their objectives, define roles and build a resilient ownership and succession architecture across people, assets and jurisdictions.
WHEN THIS HELPS
Situations families bring to us
The scope of every project is defined after a confidential discussion of objectives, assets and connected countries.
Family roles, decision rules and generational expectations are not formalised
Wills, foundations, trusts and corporate documents across countries are not aligned
WHAT WE COORDINATE
A coordinated scope of work
- 01Review of the existing succession model and family risks
- 02Family constitution, family councils and decision-making rules
- 03Trusts, private foundations and other succession tools
- 04Preparation of the next generation of wealth owners
- 05Coordination of wills and estate documents across jurisdictions
A clear system that preserves control, reduces the risk of conflict and helps the family act coherently across generations.
FIRST STEP
Discuss your situation confidentially
The first conversation identifies the priority, connected workstreams and the right engagement format.