The Readiness Review · For family offices
Review continuity of the office alongside ownership arrangements and the next generation’s responsibilities.
A private review of how your business, wealth and family are prepared for what comes next.
Why it matters now
Only
35%
of family offices have a succession plan for the family office itself.
Source: UBS Global Family Office Report 2026
When it’s worth a closer look
The office was built around one person’s decisions and relationships.
Mandates, authority and reporting lines need to be clear before the handover.
Roles, voting and expectations need agreeing before they become friction.
The outcome
Specific to your situation, and agreed in scope before the work begins.
Whether the office itself can continue through a change in leadership.
How ownership, governance and the office’s mandate connect.
Which decisions to prepare for first.
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.
How it works
Discuss your circumstances, the questions to explore and who should take part.
Review the agreed information, involving your existing advisors where useful.
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 review.
No. It looks at how the office, its governance and the family’s ownership arrangements would hold through a change in leadership.
Yes. We work alongside your existing advisors and agree who is involved as part of the scope.
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.
