Introduction
RWD Consulting can bring a new perspective to your Family Business.
As a Family Business you will be managing the daily operations and will have an existing finance team and external advisors. However, you may not have had the time to focus on the longer term strategy and areas such as succession and the next generation, or a future exit. You may want an independent review of your structures and future plans; or have a specific project in mind. We can help.
How can we help you?
Family Businesses have a variety of challenges and opportunities.
They may be managing a large or complex business, often across several generations and legal jurisdictions. The Family may also have high-value personal assets and a number of personal requirements. We can help you with the areas below.
Family Charter or Constitution
An important document that sets out the governance and management of your business, your family and any other shareholders. We can create one with you, or update your existing one.
Succession or Exit
This may require the planning or implementation of a transition of wealth or control to your wider family; the introduction of non-family executives into your structure; or a sale and and re-investment of assets or funds. We can help you to formulate a long term strategy and then implement it.
Tax & Asset Structuring
This may be a review of the best way to own your business and other assets for now and the future. We can work with you and your existing advisors to ensure you have the best tax, control and protection structures in place.
Investment Appraisal
We can review possible investments, such as property, businesses, equity portfolios or other opportunities.
Property
We can work with you to review your current property investment and/or development portfolios, source additional funding and identify new opportunities.
External Funding
We can identify appropriate funding structures and look at ways to reduce your cost and risk.
Equity Investments
We can review your existing portfolios, whether listed equities, bonds or alternatives; or help to identify your needs and find an appropriate investment manager.
Philanthrophy
If you already give to charitable causes, or want to increase or improve the way you do it, we can help review the structures and the best way to approach it.
Project Management
We can help you to set up or implement one-off projects; supporting or working with your existing team if they don’t have the time or skillset.
IT Systems
We can review your existing IT systems and security and help identify any upgrades or changes.