Family Governance

Approaching decisions about money as a family is significant for a number of reasons. Establishing a framework to protect your wealth, grow it or allow it to make a positive impact are all important. But family governance is also about teaching and sharing values, communicating effectively and nurturing relationships. Whether you need formal policies or just occasional family meetings, getting together to talk things through is imperative. It will help you work out the small things, and be better aligned when it’s time to make the big decisions.

Build a framework that supports your values and vision for generations

Let us help you create a family governance framework to manage your family’s wealth, including governance, succession planning and managing and transferring assets.

Building a robust family governance framework today can help ensure that your wealth—and your family’s values —will continue to thrive.

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.