Supporting Your Legacy With Family Governance Services

At JTC, we partner with families to develop bespoke frameworks that align with their unique values and priorities. We help clients to have difficult conversations and to put in place succession planning and business leadership continuity, which can avoid future conflict on the death of a family member.

Our Private Office team helps families:

• Create an overarching vision rather than having individual expectations and goals
• Facilitate inclusive decision-making rather than only having unilateral decisions
• Enable proactive planning rather than being overly focused on one aspect of family life or always being reactive
• Establish a family council, which formalises family members coming together at agreed time periods to discuss key issues relating to wealth that may impact the family – with a clear decision-making process
• Recognise, address and manage conflict rather than ‘brushing it under the carpet’
• Develop a family protocol to set out the family’s vision and values and to articulate the policies and principles on which decision-making will be made
• Set up ownership structures to support strong family governance rather than being restricted by reactive organic growth and historic family politics
• Identify what good family governance means for them and build a strategy to support this, which will stand the tests of time. We help our clients balance the interests of the family with those of the family business and portfolio of wealth. In other words, a balance between the creation, protection and consumption of wealth that meets the needs and values of each individual family