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