Structure Review

The variety of fiduciary structures available to wealthy families has increased enormously over time.

Given that many structures are intended to last multiple generations and some in perpetuity, ensuring that they contain checks and balances appropriate for the family circumstances at any one time is essential. We work with you to understand your objectives for your structure and your family situation and then apply this to conduct a fully independent holistic review of your structure.

Traditionally, when family structures are designed, it is very common to see a “prevention focused” mindset applied to the planning process. Whilst performing our review we also apply a promotion focused mindset aimed at determining whether the right framework is in place to help each beneficiary flourish and assist them integrate the family financial capital into their lives.