Compliance and regulatory assistance
Family offices need to ensure strict compliance with regulations pertaining to investments, assets and business operations. Ensuring a smooth succession and planning for future generations is integral to the long-term viability of the office. These services include:
In some instances we have worked with clients on the adoption of a family charter or constitution, specifically aiming to:
- Continuity planning relating to unanticipated disruptions in client leadership
- Structuring of corporate social responsibility platforms and programs
- Development of formal knowledge sharing and training programs
- Implementation of intergeneration all estate transfer plans
In some instances we have worked with clients on the adoption of a family charter or constitution, specifically aiming to:
- Formalize the agreed structure and mission of any family business
- Define roles and responsibilities of family and non-family members
- Develop policies and procedures in line with family values and goals
- Determine process to resolve critical business-related family disputes