Most fortunes are lost not in crisis but in transition. Succession is the structure that ensures the handover to the next generation does not undo what has been built.
What we do
We prepare heirs, build the structure that governs the transition, and design scenarios and succession documents long before the handover itself.
When to begin
Ten to fifteen years before the intended handover. By the moment of transition, everything must already have been lived through, spoken through and set down.
What is included
What we steward