In some families, the founder's vision creates a lasting legacy. In others, unfortunately, that vision fails to survive the transition from one generation to the next.
What makes the difference? Most family office experts agree that the crucial element is effective governance. Done properly, it provides everyone in the family with a clear roadmap for the future and reduces the chance of conflict.
We work with clients to develop a system of governance which will serve the needs of the family now and for generations to come, and assist the family office in achieving its particular strategic vision. We also assist in planning for transition and succession.
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In many cases, we help families to develop and draft a family mission statement or family creed as a starting position, and then to put in place appropriate governance structures.
Our team understands the challenges and sensitivities involved in the day to day running of a family office - whether it's a question of how to involve family members, the management of trusts and investments, regulatory compliance, or the implementation of the family's philanthropic plans. We have the experience and skills to help clients establish the operational procedures and policies they need for the smooth running of the family office.
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Patricia Milner
DD: +44 (0)20 7597 6092
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Samantha Bradley
DD: +852 3711 1610
Amelia Renkert-Thomas
DD: +1 203 974 0422
Justine Markovitz
DD: +41 (0)22 593 7711