Each workflow is a matter template, pre-configured with trigger, stages, and outputs. Start one from the spotlight, the client portal, or a scheduled calendar event.
Investment review
Trigger. Quarterly or annual cadence. Consolidated view across custodians, jurisdictions, asset classes.
Stages.- Position consolidation from custodians and direct holdings
- Performance attribution and benchmark comparison
- Risk and concentration analysis
- Investment committee preparation and minutes
- Action items, rebalancing instructions
Outputs. Consolidated investment report, committee minutes, signed rebalancing instructions, action items linked to follow-up matters.
Succession plan
Trigger. Principal instruction or generational transition trigger. Multi-year engagement across legal, tax, governance, and family-dynamics workstreams.
Stages.- Family governance design and family council formation
- Asset inventory and ownership mapping
- Cross-jurisdiction tax structuring
- Legal drafting (wills, deeds, shareholder agreements)
- Implementation, signing, document custody
Outputs. Executed succession documents, governance charter, document custody chain, follow-up review matters pre-seeded.
Property transfer
Trigger. Acquisition, disposal, or intra-family transfer of real estate. Often linked to a parent restructure or succession matter.
Stages.- Title and encumbrance search
- Tax and duty analysis per jurisdiction
- Sale and purchase or gift documentation
- Registration and title transfer
- Asset ledger update, insurance and management transfer
Outputs. Executed transfer documents, updated title, refreshed asset ledger, insurance and property-management records.
Philanthropy setup
Trigger. Principal instruction to formalise charitable giving. Foundation, donor-advised fund, or direct grant programme.
Stages.- Mission and governance design
- Structure selection (foundation, DAF, trust)
- Funding mechanism and tax efficiency
- Registration and constitution
- Grant programme rollout and reporting framework
Outputs. Registered philanthropy vehicle, governance charter, grant programme framework, reporting cadence scheduled.
Holding restructure
Trigger. Tax change, jurisdictional shift, generational planning, or post-acquisition integration.
Stages.- Current structure mapping and tax analysis
- Target structure design with counsel sign-off
- Implementation sequencing across jurisdictions
- Document drafting, signing, and registrar filings
- Updated ownership graph and reporting refresh
Outputs. New holding structure documents, registrar filings, updated UBO graph, refreshed reporting templates.
Family council meeting
Trigger. Scheduled cadence (quarterly, biannual, annual) or trigger event (major decision, conflict, succession milestone).
Stages.- Agenda setting and pre-read distribution via portal
- Meeting facilitation and minute capture
- Resolution drafting and signing
- Action item assignment and follow-up matter creation
Outputs. Signed minutes, resolutions of record, follow-up matters spawned with owners and due dates.
Tax structuring
Trigger. New jurisdiction, change in residency, business sale, asset class shift. Often a sub-workstream of a larger restructure.
Stages.- Current position analysis across jurisdictions
- Structure options and trade-off memo
- Implementation steps, signing, filings
- Ongoing compliance calendar refresh
Outputs. Tax structuring memo, executed implementation documents, refreshed compliance calendar.
Trust formation
Trigger. Asset segregation, succession, asset protection, or philanthropy instruction. Often runs as a sub-matter of a larger plan.
Stages.- Settlor KYC and structure selection
- Trust deed and ancillary documents
- Settlement and asset transfer
- Beneficiary records and reporting framework
Outputs. Executed trust deed, settled assets, beneficiary register, recurring trustee-review cadence.
Next-gen onboarding
Trigger. Age threshold, education milestone, or principal-initiated programme. Multi-year engagement across education, governance, and shadowing.
Stages.- Profile setup and access provisioning
- Education programme and shadowing schedule
- Initial advisory roles and decision exposure
- Governance integration (council seat, voting rights)
Outputs. Provisioned access, recorded education path, governance role transitions, shadowing log.