For families with more still to build
Family Wealth Health Diagnostic
Will the wealth outlive the founder?
A once-off review that brings family, business, ownership, assets and risks into one connected view.
The transfer risk is already visible
The wealth will move. The structure may not be ready.
- USD 83T expected to transfer globally over the next 20–25 years
- Only 35% of family offices have a succession plan for the family office itself
- Only 27% of family offices have an organised process to prepare the next generation
Sources: UBS Global Wealth Report 2025 (USD 83 trillion); UBS Global Family Office Report 2026 (35%, 27%)
The exposure
Avoidable tax. Fragmented control. Family friction.
When it is worth a closer look
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A transition is approaching
Leadership, ownership or the founder’s role is changing.
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The picture is becoming complex
Companies, trusts, countries or family interests need to be considered together.
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You want an independent starting point
You need clarity before commissioning more detailed work.
A connected review
One view of the parts that matter
Family, business, ownership, assets and risks, looked at together before the next decision makes the gaps more pressing.
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Family and business
Priorities, expectations, leadership, founder involvement and the next generation.
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Ownership and assets
How the relevant entities and assets connect, and where control and responsibilities sit.
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Risks and opportunities
The questions that deserve attention, further investigation or specialist input.
What you receive
Clarity you can use for the next decision
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A connected summary
A clear summary of the family, business and ownership arrangements reviewed.
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A prioritised set of issues
The questions, risks and opportunities that merit attention, ranked for further work.
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A next-step discussion
A conversation about the findings, the decisions ahead and where specialist input will help.
The agreed scope determines what is reviewed and the form of the outputs.
The engagement
A standalone starting point
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Agree the scope
Discuss your circumstances, the questions to explore and who should take part.
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Bring the picture together
Review the agreed information, involving your existing advisors where useful.
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Decide what comes next
Discuss the findings and whether further work would add value.
Specialist implementation and principal counsel on retainer are separate engagements. Neither is a condition of the diagnostic.
The 30% value question
Could the family create or protect 30% more value?
From what it already owns.
Create value
Better capital decisions, growth and deals.
Protect value
Less avoidable tax, fees and friction.
30% is an ambition to test, not a forecast or guarantee. Outcomes depend on circumstances and scope.
Practical questions
Before you begin
What does it cost, and how long does it take?
Fees, timing and deliverables are agreed with you before any work begins, based on the size and complexity of your family's arrangements.
Can our existing advisors be involved?
Yes. We work alongside your existing advisors and agree who is involved as part of the scope.
What should we share at the first conversation?
How is our information handled?
We agree how documents will be shared before any detailed information is exchanged. Your first message only needs a general outline.
Do we have to commission further work?
No. The diagnostic stands alone. Further work is commissioned separately, only where it adds value.
