Our Process

Our governance process includes three phases.

We initiate governance projects by spending time with and listening to our clients. We establish their overarching planning objectives and define what is important to them. Our discussions revolve around the notion of a family and its core values, the nature of their legacy and what it will mean for future generations. We also consider the rights and responsibilities relating to the family’s wealth and its business and the way their wealth is currently structured and governed.

We then start the design and implementation phase: we first assess the challenges and risks faced by the family, stress-test their existing arrangements for internal and external threats, assess key person risks as well as the potential for conflicts within the family and possibly the business. We then design the appropriate framework and fine tune it as part as of our ongoing dialogue with the family. This eventually leads to the implementation of the various arrangements.

The governance framework is then put to work and the third phase consists of our long term support, making sure it sustainably achieves the family’s objectives over time and ensures that future generations continue to embrace and support their family legacy.