The Readiness Review
A private review of how your business, wealth and family are prepared for what comes next.
The review brings ownership, control, family responsibilities and international arrangements into one picture, before a handover, expansion, relocation or unexpected change exposes the gaps.
For founders, families, family offices and international groups
The transfer risk is already visible
expected to transfer globally over the next 20–25 years
of family offices have a succession plan for the family office itself
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.
The Readiness Review for…
The same private review, shaped around where you are now. Choose the situation closest to yours.
A business can grow while its ownership arrangements stand still. Family members take on new roles, live in different countries or develop different priorities.
What the review looks at
Priorities, expectations, relationships and readiness for changing responsibilities.
Growth plans, founder involvement, leadership and significant decisions ahead.
How ownership, control and decision-making are arranged across relevant entities.
How what the family owns connects to its plans and existing arrangements.
Areas that may need further attention, specialist input or a different approach.
“If you know the enemy and know yourself, you need not fear the result of a hundred battles.”
Sun Tzu, The Art of War
How it works
Business, wealth, ownership and family responsibilities in one view.
Commission agreed follow-on work through Legacy Global Advisors where it is useful, with the relevant specialists involved.
Retained time for major decisions as they arise.
The Readiness Review stands alone. Implementation and retained counsel are separate engagements, commissioned only where they add value.
What you receive
How the relevant businesses, assets, ownership arrangements and family responsibilities fit together.
Gaps, dependencies and unanswered questions that could affect continuity or future plans.
What needs attention, which decisions come first, and where existing advisors or specialists should be involved.
Scope is agreed at the outset. Implementation and specialist advice are defined separately.
The 30% value question
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.
Yes. The review stands alone. Further work is commissioned separately, only where it adds value.
Yes. We work alongside your existing advisors and agree who is involved as part of the scope.
No. Implementation and retained counsel are separate engagements, and neither is a condition of the review.
With a private conversation about your plans and where things stand today. From there, we agree the scope, who should take part and the information to be reviewed.
Fees, timing and deliverables are agreed with you before any work begins, based on the size and complexity of your arrangements.
We agree how documents will be shared before any detailed information is exchanged. Your first message only needs a general outline.
