Family Governance & Advisory Services
Cuthberts is the strategic partner you need to succeed.
We help families create a successful family governance system that encourages trust-building, responsible use of power and open communication.
Anyone familiar with a Family Office knows that managing family dynamics – and having a well governed structure and culture – is the key to success.
While a successful family system is measured by more than wealth, how well that wealth is sustained depends on how well that family works together.
Good family governance oversees how the structure is run, preventing conflict between generations should it arise and fostering a healthy culture among all stakeholders.
To encourage and facilitate a well governed family unit, we apply the principles of honest communication, responsible use of power and the notion of stewardship over ownership.
We also understand that governance is an ongoing, active process that takes time and effort to put in place and adjust as necessary to continue to meet the goals and needs of the family and the office.
How we can help
We provide the strategic advice to help you succeed in:
- Establishing a vision and purpose
- Governance frameworks
- Record keeping
- Guidance on communication between family members
- Technology support
- Advisory Board and Statutory Director appointments.
What to expect
Creating a Shared Vision
Coming together to identify a shared vision for the family is the most critical, and perhaps the most challenging aspect of good governance. Without it, decisions may not represent the collective interests of the family. A shared vision ensures decisions align with your family’s values and mission. We help families create this vision and bring clarity to their purpose.
Establishing a Governance Framework
No two families are the same, so neither is our approach. We help families create a custom framework with guidelines and documented procedures to promote accountability. Whether it’s accurate record keeping or establishing a stronger reporting culture, we ensure your Family Office stewards act responsibly and in accordance with the family’s vision.
Improved Communications & Transparency
No matter how ‘perfect’ the governance structure, differences of opinion will always come into play. We provide advice that keeps family members apprised of all activities, to help avoid any surprises that can splinter family harmony.
Technology Support
We understand that technology can be a key priority for the Family Office including connected businesses and family stakeholders. Whether it’s cybersecurity or intelligent automation to improve efficiency and manage risk, we take a “digital first” mindset to ensure communication flow, deliver transparency, make smarter decisions and adapt to change.
Advisory Board & Statutory Director Appointments
Whether it’s a start-up or mature, mid-size family business, we work with your family business to provide guidance at a senior level.
Cuthberts is the missing piece in your success story. Talk to us today.
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Family Office Services
Family Office Foundation is your launch pad to integrated family, company and private wealth.
Our Family Office Foundation package provides an entry-level solution designed to meet the specific needs of successful families. We provide a simplified process with the aim of setting your family up for the future.