Family governance, succession and philanthropy

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We help families to develop giving strategies, succession plans, and learning and development plans that help their next generations to preserve the family legacy and values that matter.

Our services include:

  • Family governance and succession
    • Help develop mission statements and governance frameworks
    • Help develop custom succession, inheritance and legacy plans
    • Help prepare next generations for long-term stewardship of wealth, legacy and philanthropy through our Rising Generation initiatives
  • Family philanthropy
    • Design and manage custom philanthropic initiatives, like foundations, as needed
    • Help review grants and risk management frameworks
    • Structure granting and giving strategies and help ensure investments align with philanthropic goals
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Products and services may not be available in all jurisdictions or to all client types. Speak to your client relationship manager to learn more.