FAMILY GOVERNANCE
We plan the family wealth management
We help to elaborate and pass on the principles and values of the wealth owners to their successors
For a conflict-free arrangement of family wealth relations and the joint management and succession of assets, we:
- Define family’s philosophy and values
- Prepare a family constitution
- Modify current ownership structures and prepare legally binding documents to align the family values and decisions with actual wealth management
- Create a family governance system for managing personal and business assets
PORT ROSS helps prepare successors and family members to manage the business and family wealth, and provide training on the legal and tax aspects of wealth management
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