Wealth Structuring
& Estate Planning
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services

Family governance

Building family governance means laying the foundations for a shared long-term vision. It creates a framework for organising jointly held wealth, structuring decision-making processes, anticipating potential challenges, and strengthening family relationships across generations.

At Intuitae, we support families in this deeply human yet highly strategic endeavour through a proven approach: defining a shared vision in which everyone has their place, bringing family governance structures to life, and preparing the next generations for their future responsibilities. 

Designing a Tailored Framework

Every family is unique, and its governance should reflect that. We help families create a clear and shared framework by identifying their affectio familiae , the shared desire and commitment to live and act together around common values and projects; articulating a shared vision, defining roles and responsibilities, and informing and educating the next generations.

  • We organise family seminars, dedicated moments for sharing a vision, strengthening bonds, and collectively shaping the future.
  • Where appropriate, we help establish a family council dedicated to strategic decision-making and intergenerational dialogue. 
  • We can also support the drafting of a family charter, a foundational document setting out the principles, values and rules of family life. 

The long-term sustainability of governance depends on keeping the tools in place active and relevant over time. We help you bring your family governance structures to life through flexible and evolving support: 

  • Facilitating or co-facilitating meetings; 
  • Supporting intra-family communication;
  • Assisting in the implementation of decisions. 

 

Our objective is to strengthen bonds, improve communication flow, and preserve balance over the long term.  

Preparing future generations means passing on far more than wealth: it is about conveying a shared vision, values, rights and responsibilities, the joy of acting together, and a sense of duty. Together with you, we co-design tailored information and training programmes to support the next generation in understanding wealth-related matters and their role within the family. 

What Well-Designed
Family Governance Enables:

Strengthens harmony and intergenerational bonds;

Creates alignment with family business governance; 

Encourages the development of shared projects;

Helps prevent and manage conflicts;

Structures the management and preservation of jointly held assets;

Clearly defines individual’s roles and responsibilities of each person;

Prepares heirs for the challenges of tomorrow.