What We Do
We provide strategic, governance and coordination advice. We do not provide legal, tax or investment advice and do not replace appropriately qualified specialist advisers; we help the family define the objective, governance arrangements, information requirements and decision process within which those advisers work.
Establishing a family office, professionalising an existing one, or deciding what should remain in-house.
Explore family office design and development and the broader framework of family continuity.
Clarifying authority, preparing transitions and creating practical frameworks for family and enterprise decisions.
See how we approach family business succession, preparing transitions through family continuity, family governance and next-generation preparation.
Reviewing the purpose, governance and coordination of trusts, foundations and holding structures alongside independently appointed professional advisers.
Explore trustee and fiduciary coordination through trusteeship.
Creating reporting, accountability, information-flow and escalation arrangements across independently appointed banks, trustees, investment firms and professional advisers.
Read about coordinating advisers and family institutions and working alongside established professional advisers.
Principal-level counsel, family-office leadership and continuing oversight where judgement and continuity matter.
Explore our dedicated Strategic Advisory mandate and Alexander’s independent advisory work, including strategic counsel for founders and the questions that follow financial success.
A confidential first step
We can help clarify the real question, the decisions it requires and the people who need to be involved.
Research and evidence
Review current institutional and academic research on succession preparedness, NextGen readiness, governance and family continuity.
Open the research library ↗