The Readiness Review · For international family businesses
Bring ownership, control and succession into one view across the countries in the review.
A private review of how your business, wealth and family are prepared for what comes next.
When it’s worth a closer look
Each country brings its own rules for ownership, inheritance and control.
Shareholders may live, work and pay tax in different countries.
Succession has to work in every country the business touches.
The outcome
Specific to your situation, and agreed in scope before the work begins.
How ownership, control and succession connect across each country in the review.
Where local rules could cut across the family’s plans.
What to align first, and with which advisors.
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. We work alongside your existing advisors and bring in specialists where a country needs them.
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.
