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  • 30 minutes
  • Free 30 min Intro
  • Zoom Video Conference

Service Description

Family Governance Services is much more than traditional estate or planning. Most professionals have personal stories of clients and families who did traditional estate or succession planning, designed for the distribution of the wealth at the lowest tax cost and found that both the family and the fortune were lost in a short time.  Family Governance begins with the idea that clients can pass both their values (human capital) and their valuables (financial capital) to their children, and focus not only on the planning for the division of financial capital which usually ends when the client passes away.  Families that have been successful in passing wealth and businesses from generation to generation take a different approach. They implement a comprehensive strategy that integrates both human capital as well as financial capital and actively manage both the assets and the family relationships continually.

Cancellation Policy

To cancel or reschedule, please contact us 24 hours in advance at

Contact Details

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