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A three-generation succession plan for a family enterprise
Reshaping a family group so the next generation could lead without dismantling the founder's legacy.
Client/Family-owned property group
Challenge
The founders wanted to transition day-to-day control to two of their four children while keeping the broader family aligned on the underlying investments.
Approach
We facilitated a governance program, redesigned the trust and holding structures, and put in place a family charter and reporting framework.
Outcome
A clear governance model, an aligned family, and a leadership handover that completed in under 18 months.