Family business advisory

Family-owned enterprise tends to decline by the third generation. The founder creates wealth, the second generation maintains wealth, and the third generation depletes wealth. We customize our family business advice based on our clients’ goals – both financial and personal. We help our clients find clarity to create alignment and build wealth.

Family governance is based on the common values of the family, which are defined collectively by all members of the family, and is aimed at preserving and growing a family’s wealth over a long period of time. Our family governance advisory unit is based on three pillars: