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Senior Manager - Family Matters
Specialism: Financial Advisory & UHNW Services
Location: London, England
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2019 Future Leaders Awards
Financial Advisory/UHNW Services Individual of the Year - SILVER
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Advising a highly successful, second generation UK based real estate entrepreneur.
The client approached my team with a concern around the lack of a contingency plan in the event of an unforeseen interruption in the usual course of business. The scenario was considering the top management which consisted of four key individuals being “out of action” unexpectedly (two being family members) and the associated impact on the business’s efficient operation and the family.
I assisted by working with the client to undertake an independent, external assessment of the current business governance framework and devised a contingency plan to factor in unforeseen eventualities whilst setting out robust mechanisms to address them and ensure minimum impact on the business and the family.