Family governance

Organize decision-making and preserve family harmony

The growth and succession of wealth, particularly when it is family-owned or international, require a clear organization of governance rules. Without them, assets can become a source of conflict, inefficiency, and long-term vulnerability.
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Why implement family governance?

The absence of clear governance rules is one of the primary causes of family conflict and the failure of wealth or business succession.
Clarify the roles and responsibilities of family members
Organize wealth and entrepreneurial decision-making
Prevent family conflicts
Ensure the continuity of wealth across generations
Align family, wealth, and economic interests

Areas of expertise

Our support covers all family governance tools and mechanisms, with particular attention to international and cross-border situations.
01.

Organization of family governance

Definition of governance bodies (family council, strategic committee, majority rules) and their operation.
02.

Family charter

Drafting and structuring family charters formalizing the values, objectives, and operating rules of the family wealth and business.
03.

Governance of family companies

Organization of powers between family partners, managers, and heirs, in consistency with existing bylaws and agreements.
04.

Preparing future generations

Support in the progressive integration of new generations into the governance and management of family wealth.
05.

Management of sensitive situations

Anticipation and handling of deadlocks, family conflicts, or delicate transitions (sale, death, family restructuring).

Our approach

We favor a human, pragmatic, and confidential approach, based on listening and understanding family dynamics. Our methodology is structured around five steps:
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Analysis of the family and wealth context

Study of the family structure, assets held, and existing decision-making methods.

Identification of key issues

Succession, entrepreneurial continuity, equity between heirs, protection of managers and vulnerable members.

Development of governance rules

Definition of clear rules, adapted to the family culture and legally secured.

Implementation

Coordination with legal advisors to ensure consistency between governance, wealth structures, and legal documents.

Monitoring and adjustments

Long-term support to adapt governance to family and wealth developments.