Family Office & Governance
Systems, roles and rhythm for wealth that spans generations.
As family wealth grows, so does its complexity: multiple businesses, many accounts, several decision-makers and a next generation with its own ambitions.
A family office brings professional management to that complexity. Family governance brings agreement on how decisions are made. Together, they protect both the wealth and the relationships around it.
Is this for you?
Common situations and considerations we help clients work through:
- Your family's wealth is managed informally by one or two members.
- Investments, property and business holdings are tracked in different places.
- The next generation is joining the business or inheriting responsibility.
- You want to reduce the risk of future disagreements over wealth.
Planning areas
What we help with
Family-office design
Choosing the right model, from a lean in-house team to an outsourced or multi-family office arrangement.
Investment policy statement
A written framework for objectives, risk limits, allocation and decision rights.
Consolidated reporting
Periodic reports covering all entities, accounts and asset classes.
Family constitution
Agreed principles on ownership, roles, employment, distributions and dispute resolution.
Family council & meetings
A structure and calendar for regular, productive family discussions.
Next-generation readiness
Financial education and gradual responsibility for younger family members.
Our approach
A simple, disciplined framework.
The same four stages guide every engagement, so you always know where you are and what comes next.
-
01
Understand
Interviews with key family members; review of assets, entities and current processes.
-
02
Design
Recommend the office model, governance framework and reporting cadence.
-
03
Implement
Build processes, documentation and reporting; facilitate family meetings.
-
04
Review
Run or support ongoing operations and refresh governance as the family evolves.
FAQs
Frequently asked questions about family office and governance
Is a family office only for the very wealthy?
Not necessarily. Many families benefit from family-office disciplines, such as consolidated reporting, an investment policy and governance, well before they need a dedicated team.
What is a family constitution?
A written, non-binding agreement among family members that sets out shared values and the rules for ownership, roles and decisions.
Start a family-office conversation.
Start with a private, no-obligation conversation about where you are and where you want your wealth to go.