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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AllGovernanceCross-BorderFamily OfficeCapital Planning
Cross-Border·January 2026
Cross-Border Holding Structures: Canada–Brazil Considerations
Key structural considerations for families with interests spanning Canadian and Brazilian jurisdictions, including tax treaty implications and investment structuring.
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Family 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.
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Capital 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.
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Governance·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.
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Cross-Border·September 2025
Latin American Market Entry: Governance-First Approach
Why governance architecture should precede market entry strategy for families expanding into Latin America.
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Private 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.