The Readiness Review · For founders
See how your business, personal wealth and family arrangements fit together while the important decisions are still yours.
A private review of how your business, wealth and family are prepared for what comes next.
Why it matters now
79%
of the next generation say they are likely to change the advisor their parents worked with.
Source: Lombard Odier Middle East study, 2025
When it’s worth a closer look
The business is entering new markets, and ownership and control haven’t caught up.
New shareholders change who decides what, and how the family’s position is protected.
You’re starting to ask who will lead, who will own and what still depends on you.
The outcome
Specific to your situation, and agreed in scope before the work begins.
How your business, personal wealth and family arrangements connect.
Where growth has outpaced your structure, and what that exposes.
What to put in place first, while the important decisions are still yours.
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. Many founders use the review while the business is still growing, so the structure keeps pace with it.
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.
