Wealth & family office
Family Governance Starter Kit
A charter outline, a council model and a decision-rights template.
Download PDF11 pages
Private client service
Multi-family office services for complex family structures
A private office for families whose affairs have outgrown a single adviser. One discreet team coordinates governance, structure and succession, so that every generation sees the whole picture.
Discreet · coordinated · multi-generational
What a private office covers.
Engagements begin with a private, confidential conversation. We then build the office around the family, not the other way round.
Family governance
Charters, councils and decision-making structures the family agrees in advance.
Consolidated oversight
One view of assets, entities and jurisdictions.
Succession & next generation
Preparing the next generation to steward what they inherit.
Asset ring-fencing
Keeping core assets apart from operating and trading risk.
Trust & entity administration
Coordinated administration of trusts, companies and registers.
In detail
What family office support includes.
Each element can be taken on its own, or as a full private office.
- 01
Family governance
Frameworks and decision-making structures
- 02
Next generation
Financial education and stewardship preparation
- 03
Consolidated reporting
Across assets, entities and jurisdictions
- 04
Entity & trust administration
Legal entity and trust administration coordination
- 05
Treasury
Treasury and cash flow management
- 06
Capital calls & distributions
Oversight of calls, distributions and liquidity
- 07
Business succession
Planning for family-owned businesses
- 08
Risk & privacy
Risk, privacy and security coordination
Our multi-family office
The central architectural mind for established families.
We coordinate succession, consolidation and family governance, so that disparate portfolios, operating companies and trust structures are aligned into one master plan.
Succession planning
Architecting the smooth transfer of control and capital, with transition frameworks that protect the legacy and the commercial viability of family assets.
Family governance
Drafting and establishing family constitutions, charters and governance councils that mediate disputes and institutionalise the family legacy.
Setting up
How an office is built.
Step 01
Conversation
We listen to the family before anything is proposed.
Step 02
Consolidate
Assets, entities and advisers are mapped into one view.
Step 03
Govern
Governance, roles and reporting are agreed and documented.
Step 04
Run
The office operates on a regular calendar, reviewed annually.
Resources
Guides to read before you begin.
Practical guides from our team, free to download.
Wealth & family office
Succession Planning Guide
Business and family succession, and the questions to settle first.
Download PDF11 pages
Wealth & family office
Family Office Readiness Guide
When a family needs a private office, and what running one involves.
Download PDF11 pages
Related
Related services and products.
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