A family required an analysis of their wealth-holding structure and succession planning.
We designed a multi-generational wealth perpetuation platform for the family which included defining the family ‘DNA’ and vision. We also established a governance framework within which the family will operate, including a family charter. Our fiduciary team ensured that the founding documents of entities within the structure reflect the governance framework and drafted terms of reference for the family council and investment committee. Our investment team assisted with developing the family investment philosophy and wealth strategy, and continues to monitor the wealth of the family on an ongoing basis.