Leadership, Ownership & Wealth
Governing Wealth With the Same Discipline as the Business
Frameworks that guide how wealth is grown, distributed and protected — reducing the ambiguity that so often becomes conflict.
What is family wealth governance?
Family wealth governance is the framework determining how decisions about family wealth are made and by whom — covering distribution policy, liquidity, and the principles guiding investment. It governs the decision-making, not the portfolio, which is what distinguishes it from investment management.
How We Advise on Wealth Governance
01 — Wealth Governance Policy
Rules for how wealth decisions are made and who makes them. Absent written rules, the decision defaults to whoever holds the relationship with the bank.
02 — Distribution & Liquidity Frameworks
Dividend policy and liquidity planning the family can rely on. Predictability matters more than generosity: families argue less about the size of a distribution than about not knowing whether one is coming.
03 — Values-Based Principles
Decision principles grounded in what the family actually values, so that difficult calls have a reference point beyond the preference of whoever is loudest.
Who this is for
- Families with growing or diversified wealth
- Families preparing the next generation for financial stewardship
- Families where wealth now sits outside the operating business
Our Process
Wealth Review
Mapping how wealth decisions are currently made.
Policy Design
Drafting decision rules, distribution and liquidity policy.
Family Agreement
Building consensus across branches and generations.
Adoption & Review
Formal adoption with a scheduled review cycle.
Have a question?
Answers to what business-owning families most often ask before their first conversation with us.
Investment management decides where capital is deployed. Wealth governance decides who has authority to make that call, how distributions are set, and what principles apply. A family can have excellent investment management and no governance at all — and that combination is a common source of conflict.
By making the rules explicit and predictable before the money is in question. Written distribution policy, a defined decision-making body, and transparency about what each branch can expect remove most of the ambiguity conflict feeds on.
No. A family office is one way to implement it at scale, but the governance framework — decision rights, distribution policy, principles — matters at every size and should come first.
Discuss Family Wealth Governance
Every conversation is confidential. Nothing discussed leaves the room.