Shareholder & Family Governance
Through our internal team and international partners, we help families and shareholder groups establish governance frameworks that preserve relationships, prevent disputes, and ensure smooth transitions across generations. We integrate legal structures, financial planning, insurance strategies, and clear communication protocols to balance the need for clear rules with the flexibility required to adapt to changing circumstances.
What You Gain
How We Deliver
Stakeholder Mapping
We identify all relevant stakeholders and understand their interests, concerns, and expectations.
Governance Framework Design
We create customized governance structures including family constitutions, shareholder agreements, and board charters.
Implementation & Training
We guide the implementation of governance frameworks and train stakeholders on their roles and responsibilities.
Facilitation & Support
We provide ongoing facilitation for family meetings and governance bodies, ensuring frameworks remain effective.
Request a Consultation
Tell us about your shareholder & family governance needs and we'll schedule a consultation to discuss how we can help.
Complementary Solutions
Holding Company & Ownership Design
Developing clear, efficient cross-border ownership structures with well-defined decision rights.
Capital Planning and Financial Strategy
Structuring strategies for liquidity events, reinvestment, distributions, and long-term stakeholder cohesion.
Risk Governance
Implementing practical safeguards to manage challenges such as residency changes, disputes, banking constraints, and advanced insurance strategies.