Case Study

Private Wealth Structuring & Succession Framework

Private Holdings Global Wealth Management

Client Profile

A third-generation family office with diversified holdings spanning real estate, private equity, and operating businesses across six jurisdictions engaged us to design a succession framework.

The founding generation sought to transition ownership to twelve family members across two branches, each with differing levels of involvement and divergent preferences regarding future involvement.

The Challenge

The family office faced significant governance challenges requiring comprehensive intervention:

  • Decision-making ambiguity: No formal decision-making framework, with ad-hoc arrangements creating uncertainty and family disagreements.
  • Succession complexity: Three distinct stakeholder groups with differing objectives, risk tolerances, and visions for future involvement.
  • Legacy protection: The existing structure lacked formal governance mechanisms, threatening family cohesion.

Our Approach

We designed and executed a comprehensive succession framework:

Phase 1: Family Governance Assessment

Comprehensive interviews with all twelve family members to understand individual objectives, risk tolerances, and visions for future involvement.

Phase 2: Dual-Track Ownership Design

Separated economic interests from management participation with protected holding structure for passive interests and operating equity with governance rights for active family members.

Phase 3: Governance Implementation

Established Family Council, Advisory Board with independent perspectives, and clear succession protocols. Developed Next Generation Development Programme.

Outcomes

100%
Family consensus achieved
14 mo
Timeline to implementation
12
Family members engaged

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