Activa Wealth also specializes in supporting set up, management and coordination of the various components of family wealth through:
• Generational and intergenerational analysis of family principles and objectives.
• Assistance and coordination of family governance services provided by other specialized professionals.
• Definition of operational family governance policies.
• Development and implementation of the family protocol according to the rules of the selected jurisdiction.
• Assistance in the definition and structuring of the family council as well as in the establishment of policies and processes.
• Establishment of agreements and legal framework.
• Succession planning for future generations.
Activa Wealth AG – Aeschenvorstadt 57 – 4051 Basel – Switzerland – T: +41 78 9467995 – info@activawealth.ch
