Governance·February 2026
The Architecture of Family Governance: Beyond the Shareholder Agreement
Why a shareholder agreement alone is insufficient for multi-generational families, and what comprehensive governance architecture requires.
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Insights
Perspectives on Governance, Structure & Discipline
Long-form perspectives written for principals and their advisors. No product marketing, no market commentary. only structural thinking.
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Cross-Border·January 2026
Cross-Border Holding Structures: Canada to Brazil Considerations
Key structural considerations for families with interests spanning Canadian and Brazilian jurisdictions, including tax treaty implications and investment structuring.
Read MoreFamily Office·December 2025
Decision Rights in the Family Office: Who Decides What?
A framework for defining decision authority across investment, operational, and governance domains in the family office.
Read MoreCapital Planning·November 2025
Capital Allocation Discipline for Family-Owned Enterprises
How institutional-grade capital allocation frameworks can be adapted for family enterprises without sacrificing strategic flexibility.
Read MoreGovernance·October 2025
Succession as Governance: Designing Transitions That Endure
Succession is not an event, it is a governance process. How to design transitions preserving institutional knowledge and family alignment.
Read MoreCross-Border·September 2025
Latin American Market Entry: Governance-First Approach
Why governance architecture should precede market entry strategy for families expanding into Latin America.
Read MorePrivate Briefings
Quarterly Notes, By Invitation
Twice a quarter we circulate a short brief to principals and their advisors. jurisdictional shifts, governance patterns we're seeing, and structural questions worth revisiting. Distributed privately, never syndicated.
Written forDecision-Makers
Editorial Position
We publish only what we would present in a boardroom: structural analysis, jurisdictional shifts, and the governance questions that determine whether capital moves cleanly across borders.