Family Advisory Services


We specialise in offering tailored Family Advisory services aimed at creating Holistic Financial Plans that bridge the gap for our clients. Our main objective is to assist families in defining their individual identity separate from the businesses they own. This involves formulating their vision, values, and goals independently from that of the business.

Core Values of Family Advisory and Family Constitution

Our Family Advisory services are particularly beneficial for families with family-owned businesses, which make up about 80% of South African businesses. These businesses often excel in the 1st and 2nd generations but face challenges when transitioning to the 3rd generation. To navigate this transition successfully, families must evaluate and agree upon their core values, which are then formalised in a Family Constitution.

Understanding the Challenges

The failure of family businesses in the 3rd generation is often attributed to several factors. The 2nd and 3rd generations may not fully understand the intentions of the Founder(s) who established the business. Lack of qualified personnel in key positions, poor structuring of occupational roles, and a lack of accountability and consequences for stakeholders can also contribute to challenges. Additionally, recklessness or greed in later generations can impact the business’s longevity.

The Advisory Process

Our process begins with comprehensive interviews to delve into the family history, current status, and future vision. These interviews inform recommendations on how family members can be strategically positioned within the family businesses for enhanced productivity. Ultimately, a Family Constitution is drafted to guide the family in managing their relationships within the business. This document serves as a governance framework during transitions from the current generation to future ones.

Structured Establishment with Purpose

Through our Family Advisory services, families benefit from a structured establishment with a clearly defined purpose. This establishment is supported by the family’s principles, values, and various corporate governance structures. Our tailor-made plans are designed using our expertise in advisory services, drawing on insights from our diverse divisions.

Shape Your Family's Financial Legacy with Origin

Let us help you create a holistic financial plan that aligns with your family’s values and ensures a prosperous future for generations to come.

Reach out to us today to begin the journey towards safeguarding your family's financial future.