07 · Corporate · Patrimoine & gouvernance familiale
Family office practice
What assistance changes in this practice, what it does not change, and the time reduction actually observed.
Where the gain is real
Mapping of holdings and vehicles, review of family agreements, tracking of the structure’s deadlines.
Where it is slight or nil
Advising the family, trade-offs between branches, succession decided in the family council.
Observed time
−42% at constant case scope, on cases closed over the last three financial years. This measure says nothing about the quality of the outcome.
What the practice covers
- Mapping of the family structure’s holdings, vehicles and flows
- Family agreements, governance and liquidity clauses
- Direct investments, co-investments and fund commitments
- Monitoring of the reporting obligations of the vehicles held
- Interaction between family holdings and group transactions