Successful management of
family wealth and its legacy depends on
understanding the many issues that can arise
within families, their businesses and the
shareholders. We can provide a unique blend of
services and experience in order to help you
develop clear policies in the following
areas:
Corporate governance
- we can assist you in establishing, or
advise on, appropriate shareholders agreements,
boards of directors, advisory committees and other
aspects of corporate governance.
Establishing family
charters - we can help you set up family
meetings and develop a family charter.
Conflict management
- we can provide a forum and advice to
facilitate resolution of conflicts.
Organising investment
committees - we can help set up and
organise investment committees, advise you on
their composition and formation, as well as
help you select independent members.
Training / Seminars
for clients and the younger generations -
we can organise individual family training
sessions or multi-family seminars, including
establishing models to enhance the development of
you family's next generation of leaders.
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