Forward Planning

Forward Planning

A cohesive family structure can be difficult to achieve and maintain, yet is essential to the continuance of the family's wealth and security. To provide the desired service it is necessary that we understand the family culture and their individual and collective hopes and aspirations. Wherever possible, we would encourage the development of a Family Mission Statement as a framework to work within which, once established, assists us in tailoring our services accordingly.

We also work with the family to develop a set of core objectives and then assist in setting the path for achieving these objectives. Generation planning, attitudes to ethical investing and philanthropy are focused on, with the overarching aim of identifying a clear purpose for the family.

Ongoing Role

Our role in running the day-to-day affairs of the family includes monitoring the investments and advisors, controlling costs and producing comprehensive reporting. We work closely with the family and the appointed advisors in devising solutions to overcome the expected and, often unexpected, challenges which can arise from time to time.

Our experience has been predominantly in acting as the manager of the various investment, tax and legal advisors, in what may be referred to as a 'Manager of Managers' role. We can assist with identifying suitable advisors for any given role or alternatively we can work alongside existing professionals and family advisors. We can also provide ad-hoc consultancy services.