Shared principles
The family’s shared interests, individual priorities and existing arrangements provide the starting point.
Existing ownership, family arrangements and advisers are the starting point.
Private Client
Family Governance
Shared family interests need a practical way to discuss, decide and record what matters.
Discuss your prioritiesThe wider perspective
Your life is connected. Your advice should be too.
Family, business interests and personal assets rarely exist in isolation. Millcorn Private Client connects the professional questions around ownership, continuity and life across borders, with attention to the people and priorities behind each decision.
In focus
A family governance agenda and a proposed rhythm for decisions.
From perspective to action
A family governance agenda and a proposed rhythm for decisions.
Privacy, access to information and authority to make decisions should be agreed from the outset.
The engagement begins with a shared view of the questions to resolve, the work to be delivered and who is responsible. As the matter develops, the plan can be reviewed against new information and changing priorities.
Explore your next stepWhere we can help
The questions that matter.
Family Governance
Decision rights
Decision rights, communication and the distinction between family and business responsibilities can be addressed together.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
Review and communication
The resulting arrangements should be understandable to the people expected to use them and reviewed as circumstances change.
Privacy, access to information and authority to make decisions should be agreed from the outset.
See the connections
One decision. A wider impact.
A change in one country or one family asset can affect tax, succession and administration elsewhere.
We identify the dependencies early, so the relevant professionals can work from a shared understanding of the objective and the information available.
Talk through the connectionsMillcorn●
- 01Shared principles
- 02Decision rights
- 03Review and communication
Designed for the next decision
Clarity you can work with.
The exact scope and deliverables are agreed for your circumstances. The aim is to make the relevant information, choices and responsibilities clear.
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A consolidated picture of your affairs
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An adviser and responsibility map
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A programme for decisions and review
Working together
A clear path through the work.
- 01
Understand your priorities
Shared family interests need a practical way to discuss, decide and record what matters.
- 02
Connect the arrangements
Existing ownership, family arrangements and advisers are the starting point.
- 03
Support continuity
A family governance agenda and a proposed rhythm for decisions.
Before we speak
Start with your priorities.
A complete file is not needed for an initial enquiry. Tell us what you want to achieve, the countries involved and any relevant dates.
Family ownership, current decision processes, adviser mandates.
Start a conversationWhat information is useful at the outset?+
Family ownership, current decision processes, adviser mandates. We will identify what needs to be clarified before agreeing the engagement.
How does this connect with other advice?+
A change in one country or one family asset can affect tax, succession and administration elsewhere.
How are fees and timing agreed?+
The relevant professionals review the circumstances, available information and dependencies. Scope, responsibilities, fees and the timetable are then agreed for the specific engagement.
Explore further
Connected perspectives.
Residency & Immigration
A residence decision affects more than the application: family, tax and business plans need alignment.
Explore ↗International Tax
A private client’s tax picture can span residence, income and ownership in several countries.
Explore ↗Cross-Border Structuring
An international structure should explain why each entity exists and how it will be administered.
Explore ↗Your next move