by Jan van Bueren | Jul 14, 2016 | • Family Integrity & Organization, • Family Offices; role, duties and responsibilities
Family Offices – A History and Definition It is often assumed that the acclaimed American family, the Rockefellers, pioneered the family office in the late 19th century. However, history suggests otherwise. While today’s family offices are a modern phenomenon, they...
by Jan van Bueren | Jul 22, 2015 | • Family business; Managing, structuring, involvement, • Family Governance and Family Charter, • Family Integrity & Organization, • Family Offices; role, duties and responsibilities
The constantly increasing number of wealthy families has, over the past years, had a strong effect on demand for wealth management services. Ever more wealthy business owners and families that have sold their businesses are considering a family office to support them...
by Philip van Hilten | Oct 20, 2014 | • Emergency measures; who decides and who will be(come) responsible, • Transfer to the Next Generation
Timely and properly transferring family assets requires careful planning and training of successors and documenting the rights and obligations of all family members. This should be based on discussions between qualifying family members in which each express their...
by Avi Abramovich | Jul 28, 2014 | • Family Governance and Family Charter
Suggested format of a family covenant with different clauses, as may be relevant, part 2 of 2, clasues 8-16. (Cont., see part 1 for sections 1-8 of the Model Covenant) 9. Ownership and transfer of Company shares [Review (and amend if necessary) ownership...
by Avi Abramovich | Jul 28, 2014 | • Family Governance and Family Charter
Suggested format of a family covenant with different clauses, as may be relevant, part 1 of 2,clasues 1-8. 1. Introduction [Explanation about the family structure, the relevant assets, the nature of the family business and the manner in which the structure is...