GOVERNANCE AND ORGANIZATION

Family council and governance

Families needing coordinated, recurring decisions about shared wealth. We support rules for participation, responsibilities and governance forums.

What this solution aims to address

Without formal forums, major decisions may depend on informal understandings.

What problem does this solve?

Without formal forums, major decisions may depend on informal understandings.

Legal planning replaces improvised decisions with solutions suited to the assets, the people involved and their objectives. The appropriate structure depends on the specific facts, not merely on its name.

How Moreno Advocacia can help

Families needing coordinated, recurring decisions about shared wealth. We support rules for participation, responsibilities and governance forums.

We examine family circumstances, available documentation, applicable taxes and implementation feasibility. Where appropriate, we coordinate this solution with other estate-planning instruments.

What we examine before recommending

Participants; meeting frequency; accountability and voting criteria.

Instruments that may form part of the project

Internal rules, family policies and alignment with corporate governance.

Important legal considerations

A family council does not replace legally required corporate bodies. Implementation must comply with current law and the specific tax and registration requirements of each transaction.

Would you like to evaluate Family council and governance for your circumstances?

Understand the possibilities, costs and legal implications before deciding.

Talk to our team