Family Wealth Transmission = Resilient Business Operations + Effective Family Governance (including Next Generation planning) + Transparent Owner/Manager Engagement
PERCHERON ADVISORY works with entrepreneurs, HNW clients and business families, focusing on two key areas:
Through this approach the business' earning potential is maximised, risks are managed and agility and resilience are built-in to reflect the rapidly-changing global business environment.
Family businesses are unique because they bring to the business the complexity and variability inherent in family dynamics. Percheron Advisory works to build robust operational frameworks for the business and develop a family framework that is based upon purpose, trust and communication.
While family businesses can differ greatly from one another, they all share one thing in common: their need for a resilient operational framework.
How well the family business performs is closely linked to the health of its operations. There can be no wealth management without the flourishing of the source of that wealth: the family business.
With Percheron Advisory, clients gain the confidence that comes from our expertise, our experience, and our deep commitment to ethical business practices and professional integrity.
We don't just make family businesses - and families - work, we integrate them to work better together.
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