Family and succession

Independence for each generation, unity for the family.

Charters, councils and financial education, so the rising generation is ready to lead and the family agrees how decisions are made.

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Key services

Four services

The structures matter less than whether the family agrees how to use them. This work starts with conversations, not documents.

Family Office Across GenerationsIndependence for each generation, unity for the family.
Wealth Transition and Family ContinuityPreparing the rising generation to lead.
Family Governance and EducationCharters, councils and financial education.
Purpose-Led PhilanthropyGiving strategy, foundations and impact reporting.

The aim

A family that agrees how decisions are made, and a next generation ready to make them.

Run by a family office, for families

Our founder spent 25 years as matriarch of a single family office that is now in its third generation.

About Avestix Wealth

How this works in practice.

Customer scenarios

Scenarios on this page are illustrative and do not describe real clients. Investment, trust and insurance services are provided with licensed partners where required. This page is general information, not advice.

Scenario

The next generation joins the family council

Four cousins, three countries, and no shared view of the family's finances.

The situation: A second-generation family wants its four adult grandchildren to take part in decisions. None of them has seen the family's numbers, and the existing charter was written for two siblings.
What we would do: We run financial education sessions at each grandchild's level, help the family revise its charter and council rules, and give the council one consolidated report to work from.
Where it leaves the family: The grandchildren join the council knowing what the family owns, how decisions are made and where they fit.

Scenario

Two siblings, one company, different plans

One wants to sell. The other wants to run it for another twenty years.

The situation: Two siblings inherit equal shares in the family company. One works in it every day; the other lives abroad and wants income or a way out. There is no shareholder agreement and no forum to settle it.
What we would do: We facilitate family meetings, set out each option with its numbers, and help the family agree a charter and a shareholder agreement, drafted by its lawyers, covering dividends, roles and exits.
Where it leaves the family: An agreed way to decide, written down before a disagreement becomes a dispute.

Scenario

A family foundation that has drifted

The family gives every year, but no one can say what it has achieved.

The situation: A foundation set up by the grandparents funds the same causes it did thirty years ago. The next generation wants a say, and grants are decided informally by one trustee.
What we would do: We review the foundation's purpose and grants with the family, set a giving policy and a simple grant process, and give the board one report on what each grant has funded.
Where it leaves the family: Giving the next generation can take part in, with a clear purpose and a record of what it does.