Successful long-term wealth preservation requires the creation and maintenance of a system of governance or joint decision-making, with the objective of making more positive decisions than negative ones over several generations.
We can help you develop a family charter or constitution to minimize conflict and maximize harmony.
A customized governance structure can help you manage risk and complexity, as well as facilitate effective communication and decision-making.
We have experience in addressing internal family issues and customizing solutions. We can help you to create checks and balances to protect family relationships and preserve wealth.