Wealth & family office
Succession Planning Guide
Business and family succession, and the questions to settle first.
Download PDF11 pages
Families need rules as much as companies do.
When a family owns a business, property or wealth together, three systems overlap: the family, the ownership and the business. Without clear governance, family questions leak into business decisions, and business decisions strain the family. This starter kit gives a family a practical way to begin: a charter outline, a council model and a decision-rights template. It is a starting point to adapt, written for families in South Africa, and it is not legal advice.
What it covers
- Why governance, and when
- The three circles
- The family charter
- The family council
- Decision rights template
- Next generation and entry rules
- Starting the process
- Readiness check
About this guide
Written by the BlackLeaf team, this is the 2026 edition: 11 pages, free to read online or download as a PDF. It is general information for South African owners, boards and families, and is not legal, tax or investment advice. Speak to a qualified adviser before you act on it.
How BlackLeaf can help
BlackLeaf supports families with governance, oversight and administration for complex family structures.
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