The engagement
We assist promoters and family-owned businesses with financial and governance aspects of continuity and succession. Legal documentation and separately regulated advice are coordinated with eligible professionals.
Scope of work
- Family business governance arrangements
- Succession financial planning
- Ownership and business-structure analysis
- Financial input for family settlements
- Promoter decisions and implementation coordination
Engagement deliverables
Deliverables may include an options note, financial analysis, governance recommendations and an implementation plan. Any legal instrument or settlement is separately reviewed by an entitled professional.
How the work begins
- Describe the requirement. Identify the entity, proposed transaction or matter and any deadline.
- Review acceptance and scope. We assess the facts, competence, independence and other relevant professional requirements.
- Agree written terms. Confirm responsibilities, records, deliverables and the intended use of the work.
Common question
Can a financial adviser alone finalise a family settlement?
No. Legal rights, documentation, tax implications and implementation require the appropriate professional roles.