Protecting family wealth — by ensuring the right structures are in place to comply with relevant legislation and regulation requirements.
Managing investment risk — by diversifying family wealth
Improving family cohesion and generational transition — by enabling debate and active communication within the family around goals, strategy and key decisions.
Clarifying governance over how the family stewards its wealth — by establishing proper processes and oversight to manage the assets.
Managing the personal affairs of family members — by providing support around financial and lifestyle requirements.