Our Services
Family Business Planning
Plan the future of your family's business.
We provide the frameworks to help you design & implement your strategic business plan that aligns with your family's values and aspirations.
Through our frameworks we can:
Align your family and business
Implement succession planning
Understand impacts of business decisions
Determine are you selling, growing or both
Effective Governance
Empowering Your Family and Business
Whether your business strategy is to grow or go, we help you create and implement tailored governance structures that align with your family’s unique needs and business dynamics. Our services can include:
Governance Framework: Crafted to fit your specific circumstances, our governance framework ensures clarity and efficiency.
Transparency and Accountability: We help you establish clear communication channels, reporting practices, and accountability measures.
Advisory Board Formation: Whether formal or informal, we can help you assemble a skilled advisory board to guide strategic decisions and act as a sounding board for the family. After all running a business can at times be a lonely experience.
Family Constitution
Guiding Unity and Wealth Preservation
A Family Constitution is more than just a document; it’s a compass that steers your family enterprise toward harmony, informed decision-making, and intergenerational wealth preservation. Here’s what it entails:
Purpose and Values: The Family Constitution captures your family’s heritage, culture, and aspirations. It defines the purpose of your family wealth and lays down guiding principles.
History and Governance: It outlines the family’s journey—how wealth was acquired, the legacy it carries, and existing governance structures. This historical context informs future decisions.
Definition of Family Membership: Who belongs to the family? Is it solely bloodline or does it extend to spouses and adopted members?
Decision-Making Framework: The Constitution provides a framework for decision-making. It ensures that family members have a common understanding of their roles and responsibilities.
Wealth Continuity: By addressing succession planning, the Family Constitution increases the probability that wealth endures across generations.
Remember, each Family Constitution is unique, tailored to your family’s dynamics and aspirations. It’s not a one-size-fits-all solution but a living document that evolves over time. Collaborate, communicate, and engage as a family to create a Constitution that reflects your shared vision and values.
Conflict Resolution
Navigating Disagreements for Progress
In the dynamic landscape of family businesses, disagreements are inevitable. However, they need not stall progress or harm relationships.
Framework Development: We work closely with your family and potentially other professional advisers to create a robust framework for addressing conflicts. This includes defining roles, responsibilities, and communication channels.
Early Intervention: Identifying conflicts early is key. Our approach emphasises proactive intervention to prevent minor issues from escalating.
Mediation and Facilitation: When conflicts arise, your framework should facilitate open dialogues and mediate discussions. The goal is to find win-win solutions that benefit all parties.
Customised Strategies: Each family business is unique and your conflict resolution strategies should be tailored to your specific context, considering family dynamics and business goals.
Long-Term Harmony: The focus should extend beyond immediate resolutions. The aim is for sustainable harmony that supports growth and continuity.
Remember, conflict resolution isn’t about avoiding disagreements; it’s about managing them constructively.
Wealth Management
Navigating Business & Personal Wealth
Our comprehensive Wealth Management services cover the following critical aspects:
Financial Planning: Developing and implementing financial strategies and structures, considering both personal and business aspects.
Retirement Planning: Ensuring a secure and fulfilling retirement by optimising savings, investments, and pension strategies.
Insurance Planning: Safeguarding against unforeseen events through tailored insurance solutions.
Investment Strategy: Developing a robust investment strategy that also aligns and contemplates your business interests. These are completely customised solutions.
Portfolio Management: Efficiently managing your investment portfolio, balancing risk and returns.
Estate Planning: Preserving wealth across generations, minimising tax implications, and ensuring a smooth transition.
For our business owner clients, we recognise that family prosperity often intertwines with the success of the family business. As business owners, you face unique risks—specific to the nature of your business.
Our commitment extends beyond conventional approaches. We delve into your business’s inherent risks, tailoring strategies to harmonise personal wealth with business interests.