Families with considerable investment holdings require a structure for asset management, succession planning and management of other affairs. Ugandan families have seen firsthand, the rise and subsequent fall of dominant family businesses in past decades because of a lack of structure and protective measures around the family business and family wealth, coupled with poor succession planning.
A family office supports legacy planning and the transition of wealth from one generation to another, whilst ensuring that the family values set by the founder transitions from generation to generation. We understand the inherent complexity of multi-generational wealth and provide the essential strategy, coordination and administration to manage it well.
We identify key pillars and values that will serve the interests of the family for sustainability of family wealth, business and values. We offer advice and relevant documentation on articulating the family’s purpose for its wealth and business, family governance, business succession and conflict resolution.