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DirectoryBusiness & Technical ServicesManagement ConsultingKlotenTrusted Governance GmbH
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Trusted Governance GmbH

Summary

About the company

The company's core activity is advising and supporting families in designing and implementing family governance structures, including planning and managing family legacies, business succession, estate planning, and promoting open communication and trust within the family.

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Products & services

Industry:Management Consulting
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✓ Offered9
Family Governance Advisory
Advisory in family governance to structure families, assets and decisions; focusing on stability, continuity, conflict resolution and cross-generational succession.
Creation of a Family Governance Plan
Tailor-made family governance plans with a family council, committee or family charter; including role clarification, organisation of family meetings and drafting of governance documents.
Family Charter
Development of a family charter as a compact family document with values, principles, intentions and goals as a basis for future decisions.
Ownership & Succession Planning Structures
Analysis of current and future ownership strategies and development of a succession plan aligned with family and business structures.
NextGen Planning
Preparation of the next generation by conveying family history, business, inheritance, assets, financial connections, as well as values, goals and roles.
Review of Existing Family Governance Structure
Analysis of existing family governance structures together with the family and advisors to assess the need for adjustments and support for current objectives.
Family Risk Management
Identification of family-related risks linked to values, goals, roles and security; including training on mindful handling of social media.
Coaching
Coaching for individuals, families, executives and teams with visual processes to clarify challenges, dilemmas, patterns and goals.
Training for Advisors
Training for advisors on generational planning and asset transfers, so that clients are guided through the transition in a sensitive and sustainable way.
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Location

Bahnhofstrasse 11
8302 Kloten

At a glance

Legal form
Limited Liability Company
UID
CHE-217.934.768
Founded
2023 · 3 years
Last commercial register change
May 31, 2023
Employees
1 to 10

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