Family Office Advisory · Private Capital
Succession architecture for a fourth-generation family
Nineteen shareholders, one operating company, and a transfer of control that held.
A confidential brief covering the engagement, our playbook and how to reach us.
- Client
- Family enterprise and single-family office, Europe
- Region
- Europe
- Year
- 2024
- Duration
- 18 months
19
Shareholders aligned
100%
Approval at vote
2
Independent directors seated
18
Months end to end
Ownership had dispersed across three branches with divergent liquidity needs and no agreed valuation mechanism.
The operating company's board had no independent members and no route to appoint any.
“Three generations of our family have relied on the same standard of judgement. That continuity is the product.”
If this were your situation
How we would act in your favour.
No two mandates are alike, and we would not pretend otherwise. But the way we work in family office advisory does not change. Here is what you could expect from us, in plain terms.
Most family tensions come from treating three different questions as one. We would take them apart, so a decision about who owns shares is no longer a decision about who runs the business or who sits at the table.
Family Office & Succession
Thinking about ownership, succession or the next generation?
These conversations are rarely urgent and almost always overdue. We would be glad to talk in complete confidence, with no obligation to proceed.
Your message reaches the partners who led this engagement. Confidential, with no obligation to proceed.
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