Family governance is for anyone with an operating family-owned enterprise interested in promoting and sustaining its financial wealth long-term. If you are a business owner or key stakeholder who wants to ensure their enterprise and legacy continue after retirement, then you should consider investing in family financial planning.
Each family governance service we offer is structured into three phrases with various estimated timelines:
Phase I: 30 to 90 days
Phase II: Less than 30 days
Phase III: 6+ months
While each phase may vary for each client, typical partnerships last around 8+ months.
There are three phases for each family governance service we offer to ensure a successful partnership:
Phase I focuses on the initial discovery and evaluation of your family enterprise’s financial efficiency with future projections based on strategic audits.
Phase II involves implementing financial structural changes based on our findings with guidance on how to do it and who is responsible.
Phase III re-evaluates your family business’s financial status after changes are implemented to measure performance and success. Timeframes are the longest in this phase due to external family business advisors, like attorneys and accounting firms, which can have lengthier processes depending on your relationship.
Learn more about the specific phases of our family governance services here:
There are no financial obligations, referral fees, or third-party compensation required for an initial consultation. Our certified financial planners will meet with you free of charge to ensure both parties involved find the partnership to be a suitable fit. Before a written agreement is signed, exact pricing will be disclosed based on the recommended services, project scope, and engagement complexity for your family’s financial planning.
The initial consultation with our family financial advisor typically lasts 30 minutes. However, we do not place a time limit on how long we will speak to you. We want to ensure there is a right fit for our services and your needs for a successful long-term partnership.
Get to Know Our Experts
At Orchestrated Wealth, we will walk you through every step toward financial security and the long-term stability of your family-owned enterprise.
You can retire with peace of mind knowing that the next generation of leadership is set up for financial success and will continue your family business’s legacy.
Contact our family financial advisors today!