Taking Over a Business
Stepping into a company you did not start, usually one your family did. You inherit its relationships and its comparisons along with its balance sheet.
The successor’s authority is written down before the first hard decision.
Family Governance
Estate documents dictate who gets what, but family governance decides how your legacy endures. As wealth expands across multiple households and generations, joint decision-making becomes complex. We help your family build clear communication channels, formalize who has a voice, and establish proactive frameworks for resolving disagreements.
What we do
How the family decides together, written down before it is needed.
A structure for deciding
A family council and charter: who sits on it, how it decides, who succeeds as trustee, and who leads the parts of the business that stay in the family, so selling and dividing is a choice rather than the only option.
Roles that carry the values
Family members take real roles, on the board of the family foundation or the charities it supports, deciding together where the family’s giving goes.
Prepared heirs
Education and structure that prepare the next generation to manage wealth responsibly, and to prepare the one after it, with room to adapt as laws, taxes and the family change.
When it matters most
The moments that change who decides, and what we do in each.
All transitions1 of 4: Taking Over a Business
Common questions
Every adult the family chooses to include, usually across generations and households. Whether spouses and partners join is a decision the family makes for itself, and we help it make that decision openly.
Start with a conversation.
Tell us what is changing in your family. We listen first, and tell you plainly whether we are the right office for it.