Family Office Governance & Legacy Planning
Every family office is different.
We help families define their values, align generations and establish governance that works in practice, not just on paper.
Example services include:
- Trust administration (banking, distributions, reporting)
- Management of 10-year tax charges and trustee obligations
- Facilitation of family governance meetings and communications
- Communication and engagement with next generation
- Education of heirs on wealth, stewardship, and responsibilities
- Guidance on succession documents: wills, letters of wishes, and LPAs
Our focus is on clarity, continuity and purpose: ensuring that decision-making stays consistent, calm and aligned for the long term.
