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HOW WE HELP

FAMILY GOVERNANCE

  • Formulating the Family's mission, vision and values

  • Working with the family to draft the Family Constitution

  • Defining the roles and responsibilities of the various Family Committees

  • Educating family members on the Family Constitution

  • Coordinating and conducting family meetings

  • Ongoing review of the Family Strategy and adapting the Family Constitution to changing circumstances where required

Creatives Discussing Project
Picking Fruit

SUCCESSION PLANNING

  • In-depth analysis of the Family's Balance Sheet and existing wealth planning arrangements

  • Recommending solutions to address the Family's concerns and objectives

  • Pre-empting and planning for "what if" scenarios

  • Streamlining and simplifying the Family's existing asset holdings structures

  • Incorporating the Family's Philanthropic objectives

MENTORING & COACHING

  • 1:1 coaching sessions to help Family Members gain clarity of their goals and objectives

  • Mentoring of next generation Family Members 

  • Career coaching and planning

  • Use of character analysis for better self understanding and promote family harmony

School Students
Anchor 1 - Family Governance
Anchor 2 - Succession Planning
Anchor 3 - Mentoring & Coaching
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