We examine and establish policies and agreements pertaining to: Family Goals, Family Structures (Family Assemblies, Family Committees, Family Offices), Succession Plans, Family Ethics and Discipline, Conflict Resolution Processes and Arbitration Procedures, Family Values and Values Code, Family Security and Privacy Management, Generational Education and Preparation for Leadership, Family Harmony, Interaction Relationship Building Activities, Wealth and Asset Management, Philanthropic and Charitable Activities, Public Relations and Family Image.
At the conclusion of our Family Governance process you will have perfectly documented family policies which provide clear agreements as to how all business and financial matters are to be handled so that a harmonious relationship amongst the family is preserved into the future while its needs are catered to by an efficient and effective Family Office who sees to it that the family assets, wealth, values and reputation are protected, grow over time and will transcend into the future.