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Business profile

Governance, succession and structure across generations.

Family groups balance commercial performance with ownership, control and succession. Separating family, ownership and management decisions is what protects the business.

5 practices most relevant to family businesses

Discuss your position

What we get asked

The questions we get from family businesses.

Recognisable problems rather than a capability list. Each one has a route through it.

  1. Family and corporate governance frameworks

  2. Succession and ownership structuring

  3. Group consolidation and reporting

  4. Related-party transactions and transfer pricing

Market context

Family groups balance commercial performance against ownership, control and succession, and the three are usually entangled in the same conversations. Separating family, ownership and management decisions is what protects the business through a transition.

How we help

What we are actually engaged to do.

Family and corporate governance
Structures that separate the three conversations so each can be had properly.
Succession and ownership structuring
Ownership arrangements designed to hold across a generational change.
Related-party transactions
Intra-group and family transactions documented on a defensible basis.

Where we get the call

Situations we are brought into.

These describe work we are engaged to do. Named engagement notes publish only where a client has approved them.

  • A generational transition is approaching and ownership, management and family roles are undefined.

  • Related-party transactions across the group have never been documented on a supportable basis.

Next step

Talk to someone who knows family businesses.

Bring the specific problem. The first conversation is about establishing whether there is one, and what it would take to resolve.

Not ready for a meeting? Ask one specific question instead.

What follows

  • A person in the relevant practice reads it, not a routing queue.
  • One reply that already contains a view, not a request to book a call.
  • A written scope and fee basis, or a straight answer that there is no work to do.
  • Sunday – Thursday, 9:00 – 18:00 GST