Family Financial Governance
We want to help you design a personalized solid structure to ensure your family governance transcends time
Let’s transform your family business into a family enterprise
Why Family Governance?
Do you struggle specifically with...
1. Delayed Decisions?
2. Family Conflict?
3. Wealth Distribution?
If so, here is how we can help
Family Strategic Plan™
The family strategic plan ™ organizes, structures, and provides information to family members related to the current and future financial situation of the company, the rules of conduct, and applicable regulations linking financial, legal, and emotional capital to improve delayed decisions.
Family Policy Manual™
The Family Policy Manual™ improves family alignment and facilitates policy creation with expectations and consequences based on the stakeholder’s values, responsibilities, and expectations. This process helps mitigate misunderstandings and future conflicts.
Virtual Family Office
A Family Office structure is necessary to separate the family business from the daily business operations. The process includes over 18 years of expertise working with best-in-class providers and client-focused methodologies to effectively separate family from business affairs.
Not sure where to start?
We have created an educational program for families to learn together called ROM™. It is specially designed on pillars to empower and strengthen the human and financial capital of each family member. Without these pillars, the family business has a high risk of not surviving, entering into conflict, or going into debt for disproportionate objectives, and values.
Family Financial Governance?
Strategic Plans ™. Designed to suit the specific needs of your active and passive family business members.
Family Educational Programs. Personalized to empower their strengths and improve their weaknesses.
A Family Conflict Resolution Guide. Created to mitigate current and future sources of conflict and best practices.
Decision-Making Models. Built to encourage delegation, define leadership styles and priorities.
A Family Structure. Securing and protecting the family’s human and financial capital for the next generation.
Family Constitution. Uniquely adapted to reflect the family’s values, objectives and policies for a successful legacy.