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FAMILY GOVERNANCE PROCESS

Generational Wealth Transition Roadmap

A structured 4-phase framework designed to align family vision, secure structural legal holdco entities, and educate NextGen leaders.

01
PHASE 1 • MONTHS 1–3

Discovery & Structural Audit

Comprehensive diagnostic of current legal holdcos, international trust deeds, tax residency risks, and asset locations across jurisdictions.

  • Entity map & cross-border tax leak analysis
  • Family charter baseline interview & consensus audit
  • Consolidated balance sheet consolidation
02
PHASE 2 • MONTHS 4–6

Governance Charter & Entity Drafting

Drafting formal family constitutions, advisory board mandates, voting rights mechanisms, and asset allocation policies (SIPP).

  • Family Constitution & Investment Policy Statement (IPS) formulation
  • Creation of Private Trust Companies (PTC) or SPV structures
  • NextGen educational council framework
03
PHASE 3 • MONTHS 7–12

Capital Deployment & Co-Investment Setup

Executing capital transfer into isolated holding entities and establishing direct private credit and real estate deal syndications.

  • Custodian & prime brokerage negotiation for reduced fees
  • Direct private market co-investment deal flow integration
  • Risk management stress testing & liquid cash buffer setup
04
PHASE 4 • ONGOING

Generational Stewardship & Review

Continuous family council facilitation, bi-annual portfolio rebalancing, emergency succession readiness, and NextGen leadership mentoring.

  • Annual family assembly & governance review
  • Real-time consolidated reporting via secure client portal
  • NextGen active deal committee participation
INITIATE GOVERNANCE

Begin Your Family Transition Roadmap

Schedule a private intro call with our New York or London partners to assess your current family governance maturity.

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Compliance Disclosures & Regulatory Information

Disclosure: The above represents the views and opinions of Aspiriant and is not the result of fact based analysis but is the result of the impressions we receive when dealing with some of our clients and our competitors. There is no guarantee of success and that investing in securities involves the risk of a part or total loss of investment which investors should be prepared to bear.

Aspiriant is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). For additional information regarding our registration with the SEC, please click on the link below identified as ADV. For a copy of our full ADV filed with the SEC, please click on the following SEC public disclosure consumer website: ASPIRIANT, LLC – Investment Adviser Firm (sec.gov).

Please note that registration with the SEC does not suggest a certain level of skill and training. We also urge to you view Form CRS above, which Aspiriant is required to provide to all retail investors.

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No fees were paid to obtain nor use the Barron’s ranking. For judging methodology, please view the ranking link. This is for yearly time period from July 1, 2021 through June 30, 2022. The date of the ranking was September 19, 2022.

Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Ranking period is April 1, 2021 through March 30, 2022. Date of ranking was April 15, 2022. Click here for more information.

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