What the advisory may include

• Existing Ownership Review — Map the current ownership of businesses, investments, properties, intellectual property, and other assets.
• Holding Structure Feasibility — Assess whether a holding company would provide meaningful governance, reporting, risk-management, or succession benefits.
• Jurisdiction and Entity Comparison — Evaluate suitable jurisdictions and entity types according to tax residency, substance, banking, treaty access, and ownership objectives.
• Operating Company Segregation — Separate higher-risk commercial activities from core family assets, investments, or intellectual property.
• Governance and Control Design — Define board authority, shareholder rights, reserved matters, voting arrangements, and approval procedures.
• Capital and Distribution Framework — Coordinate dividends, shareholder loans, intercompany funding, capital injections, and investment flows.
• Succession Integration — Align the ownership of the holding company with trusts, foundations, family governance, wills, or future generational transfers.
• Ongoing Structure Administration — Establish an annual governance, reporting, substance, compliance, and documentation calendar.

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