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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:
  • 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 
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