Family Governance

A lack of transparency results in distrust and a deep sense of insecurity.


Family governance is a process or structure to educate, facilitate, record, and systematise communication between family members.

The simple fact that people live significantly longer than they used to increases the circumstances in which physical and mental health and capacity issues arise. How families structure their assets, family governance approaches and succession plans can have significant psychological effects for family members and impact them across personal and business life. Our job is to consider all aspects of intra-family issues, including mental health and capacity, as parts of the planning process.

We review the ‘family tree’ and relationships between individuals along with associated legal entities to create a formal, transparent governance methodology to empower the family to:

  • Reach an agreement and resolve differences on key issues to promote family unity and reduce the potential for conflict
  • Succeed, create and maintain financial reporting for all family enterprises, investments, and assets

Implement and maintain enterprise and investment management methodology for risk management, regulatory compliance, and long-term planning.