Owner Managed Businesses

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Owner Managed Businesses

How can we help you?

Our network of independent firms have Family Business teams in place to focus on family first and support you to achieve your financial and non-financial goals. It’s our view that the business really exists to service the family, employees and the communities in which they exist and we tailor our services and solutions to suit.

Our Family Business services include:

  • Strategic business advice
  • Raising finance
  • Leadership development
  • Risk management and governance
  • Financial and performance management
  • Restructuring
  • Succession planning
  • Tax planning
  • Personal wealth management
  • Compliance and administrative support

We can help Family Business clients with the following:

  • The creation and drafting of family constitutional documents establishing a “family agreement” to provide a framework in which the family and family business can operate
  • Creation of shareholder / partnership agreements taking into account family succession issues
  • The partition or restructuring of the family business if appropriate to facilitate the passing of assets to the next generation
  • Advising on appropriate shareholding or partnership ownership structures dealing with the division of capital, income and control to meet family requirement
  • Advising on and implementing appropriate remuneration structures for family members
  • Acting as facilitator / mediator between family members in times of conflict
  • Advising on will planning and distribution of assets between family members to meet family requirements bearing in mind local taxation issues
  • Advising on and assisting with the implementation of family trusts, if appropriate, to separate control and benefit of family assets
  • If appropriate advising on the sale of the family business
  • Liaising with investment advisors on appropriate family investments to meet the family’s needs and objectives

Our Family Business teams are trusted by our clients and can assist the family in planning for the future. Being able to talk through a potentially sensitive issue with one of our team can really make a difference. Our experts take time to understand the family and the business. We have developed techniques and tools to help find the right solution; one that is right for the family, and for the family business. We work with Family Business clients over the long term, often liaising with several generations of the family to achieve the best outcome.