Family Investment Companies and succession planning

Start with the right context.

Advisory support for family investment companies and succession planning questions. An initial conversation helps identify the facts, timing and priorities relevant to your enquiry.

What this service involves

Family Investment Companies and succession planning involve family objectives, ownership, funding, governance and the assets being considered. The structure must be discussed in the context of those aims.

A considered approach

Family Investment Companies are usually considered as part of a broader conversation about family wealth, ownership and succession. The structure should be discussed against the objectives it is intended to support.

Family participation, funding and governance are all useful areas to outline before exploring the options.

Common situations to discuss

• Considering family wealth, ownership or succession objectives.
• Reviewing funding, governance and family participation in a proposed structure.
• Discussing how a Family Investment Company may sit alongside wider planning.

Information that can help

Bringing a brief outline of the relevant facts can make the first conversation more focused.

• The family objectives, ownership intentions and assets being considered.
• Any proposed funding or governance arrangements.
• How the structure may connect with wider succession planning.

Who it is for

For families considering Family Investment Companies and succession planning.

How we help

• Discuss the circumstances and questions relevant to your enquiry.
• Review the information and timing that matter to the next step.
• Agree a clear route forward.

Our process

1. 01

   Get in touch

   Outline the issue you would like to discuss.

2. 02

   Review the context

   Share the relevant information and priorities.

3. 03

   Confirm next steps

   Agree how to proceed.

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