FAMILY GOVERNANCE - THE CRUCIBLE OF TRANSGENERATIONAL WEALTH
HEIR EDUCATION AND MANAGEMENT - THE ROOT OF FAMILY GOVERNANCE
A project of family governance is a human project, always complex, that needs to be built step-by-step over time. Its role and its manner of functioning are different from the governance of a business. We develop with you, step by step a made-to-measure family governance.
The approach to building family governance is to identify, choose and put in place the best solutions adapted to the family structure and estate. Our objectives are to support the realization of family projects and enable the management of commonly held assets while avoiding family conflicts.
The proper organization of family governance is essential to the continuity of family actions and to anticipating the family’s evolution. Together with you, we identify priorities and co-construct the appropriate steps each of the family members to the right place.
Heir management is the heart family governance. The approach to new generations prioritising training and informing the heirs through education, PR, etc forms the backbone of our transgenerational approach to your wealth.
It allows you to promotes transmitting the «foundation» of the family: its values, vision and history.
We help families prepare new generations for the patrimonial issues that will be theirs tomorrow. Our role is to sensitise, train and inform the heirs on all aspects of family legacies.
Our objective is to support families in a planned and prepared transition, so not only their estates and wealth, but also their values, vision and identity are protected and passed on.
FAMILIA, PROVISO, ROBUR
Maiestas Asset Management AG