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Family Advisory
Building a family legacy for generations
Thriving as a wealthy family involves addressing key questions such as the purpose of your wealth, the transmission of family values, ensuring successful generational transitions, readiness of the next generation, and the best practices for managing joint family assets.
Our team of experts specializes in crafting tailored strategies and implementation plans. We work closely with individuals and families to effectively manage their wealth and family affairs over the long term, helping them navigate these complex challenges with precision and foresight.
How it works
We provide a comprehensive suite of services, ranging from advisory to execution, to support your family's wealth management needs.
Family Governance
We assist in developing and implementing a customized family governance system. This includes creating a family constitution, establishing a family council, and setting up other governance forums. Our approach involves thematic workshops and facilitating family meetings to ensure a strategy that aligns with your family's unique needs.
Family office
Our services extend to professional wealth organization. We offer guidance on everything from setting up a new family office to reviewing and refining your existing arrangements. Our expertise covers a range of critical areas including strategy development, scope of activities, choice of location, cost management, business modeling, staffing solutions, and governance.
Next Generation
We are committed to preparing the future leaders of your family. Our support for wealth transition includes educational programs, events, and global peer-sharing communities that focus on key areas such as financial confidence, financial literacy, leadership, personal development, and making a societal impact.
Your benefits
Global Expertise in Family Wealth Management
WISL offers unparalleled global reach, providing expert and senior advisory services to affluent families on topics such as family governance, family office management, and next-generation development. Our specialists are dedicated to delivering tailored solutions that meet the unique needs of each family.
Facilitating Meaningful Dialogue
As an impartial advisor, WISL facilitates family meetings, thematic workshops, and educational sessions. These platforms encourage open discussions between current and future generations, allowing families to clearly define their wealth objectives and collaboratively plan for the future.
Objective Strategy Reviews
We conduct thorough reviews of your existing family strategies and governance structures. Our aim is to identify and address potential gaps or enhance your arrangements by integrating industry best practices and expert insights, ensuring your family governance is robust and effective.
Insights and Networking Opportunities
Clients benefit from our access to industry-leading publications and insights on topics relevant to family offices and family businesses. Our extensive network also offers opportunities to attend events, connect with peers, and exchange ideas about family wealth management, fostering a community of learning and mutual support.
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