Firm Succession & Family Wealth Management

Firm Succession & Family Wealth Management

  • Defining business and family values
  • Setting up family business
  • Structuring, protecting and managing family wealth
  • Firm and family business structuring
  • SWOT analysis
  • Succession planning
  • Intergenerational wealth and firm transfer
  • Succession and your business partners
  • HR management strategy
  • Hiring professional management
  • Management incentive schemes
  • Monitoring, management and reporting structures
  • Firm culture change
  • Tax and legal planning
  • Exiting business