Family Governance
Our Services
How can we help you?
Contact us at the Consulting office nearest to you or submit a business inquiry online.
Our Family Governance Services Include:
1. Family Governance Framework Design
Our Processes:
- Assess current informal practices and pain points
- Facilitate workshops to define vision, mission, and values
- Draft governance bodies (Family Council, Family Assembly)
- Create charters outlining roles, voting rights, and meeting cadences
Benefits for You:
- A clear governance framework prevents misunderstandings, ensures fair participation, and provides a roadmap for collective decisions.
2. Family Constitution & Charter Development
Our Processes:
- Conduct interviews to capture family expectations
- Draft articles on share transfer, conflict resolution, and dividends
- Define eligibility criteria for board and management roles
- Establish review and amendment procedures
Benefits for You:
- This foundational document binds current and future generations to shared principles, reducing disputes and legal risks.
3. Succession Planning & Leadership Transition
What we do:
- Identify potential successors and assess readiness
- Design development programs (mentoring, external coaching)
- Structure phased transition plans with clear milestones
- Advise on share transfer mechanisms (gifts, trusts, buy‑sell agreements)
Benefits for You:
- Well‑executed succession preserves institutional knowledge, maintains stakeholder confidence, and minimizes business disruption.
4. Family Office Setup & Management
What we do:
- Define Family Office scope: single‑family vs. multi‑family office
- Advise on legal entity selection and jurisdiction
- Implement investment governance, risk management, and reporting tools
- Oversee tax planning, estate planning, and philanthropy coordination
Benefits for You:
- A professional Family Office ensures your assets are managed efficiently, transparently, and in alignment with family objectives.
5. Wealth & Asset Management Advisory
What we do:
- Develop strategic asset allocation and investment policies
- Recommend portfolio structures (equities, real estate, alternatives)
- Coordinate with asset managers, tax advisors, and legal counsels
- Monitor performance against benchmarks and rebalance as needed
Benefits for You:
- A formalized investment policy protects against emotional decision‑making and aligns returns with your risk profile and time horizon.
Industry Coverage:
Why Choose SDGCo?
Experienced auditors
Transparent communication
Technology-driven approach
Tailored solutions
Frequently Asked Questions
Q1. What is a Family Constitution, and do I really need one?
Family Constitution is a binding agreement that codifies family values, decision‑making rules, and succession policies. It reduces ambiguity, prevents conflicts, and ensures continuity across generations.
Q2. How long does it take to implement a governance framework?
typically 6–12 months, depending on family size, geographic spread, and complexity. We work at your pace, balancing thoroughness with urgency.
Q3. Can non‑family executives participate in governance bodies?
Yes. Many families appoint independent directors or advisors to bring external perspective and expertise to the Family Council or Board.
Q4. What level of confidentiality can we expect?
Absolute. We sign NDAs, store documents securely, and ensure all facilitation is conducted in a confidential setting.
Q5. How do you handle conflicts of interest within the family?
Our mediation protocols, defined in the Family Charter, guide conflict resolution. We use neutral facilitators and, if needed, recommend external arbitration to ensure fair outcomes.
Let’s Grow Your Business
- Family business preparing for succession ?
- Startup founder navigating your first funding round ?
- Looking for a reliable audit partner ?
Contact us today and let’s write your next financial chapter together.
