Frequently Asked Questions
Running a family enterprise is complicated. Throw in generational transitions, conflicting goals, and tax implications? It gets messy fast. We've answered thousands of questions from families just like yours. Here's what people actually want to know about protecting and growing family wealth across generations.
Family governance is basically the rulebook your family creates for managing money, making decisions, and handling disagreements. Without it, you end up with family meetings that spiral into arguments and wealth that dissipates by generation three. We help families establish clear structures so everyone knows expectations, roles are defined, and your values actually stick around. It's less about control and more about clarity.
Most families see real progress in 4-6 months, though it depends on complexity. Families with 5-15 members and moderate asset structures usually move faster. We start with discovery conversations (weeks 1-2), then draft your governance documents (weeks 3-8), and finish with family education sessions. Larger family offices with international assets? That's 9-12 months minimum. We don't rush this—you're building something that'll outlive everyone in the room.
We design governance structures, draft family constitutions and operating agreements, help with family meetings, and coach families through succession planning. We also help with investment policy statements, conflict resolution protocols, and education plans for next-generation members. Basically, we're the architects and advisors who help your family think clearly about wealth before problems arise. Think of us as your family's governance strategist and translator between family dynamics and legal/financial realities.
We primarily serve families in Romania and Central/Eastern Europe, though we've worked with diaspora families managing assets across multiple countries. International structures get complicated quickly—different tax laws, corporate structures, inheritance rules. We partner with specialists abroad when needed, but our deep expertise is here. If your family's based regionally, we're your people.
Pricing depends entirely on your situation. Simple frameworks for smaller families run differently than multi-generational, multi-country structures. We typically quote project-based fees rather than hourly rates—you know the investment upfront. First consultation is complimentary. During that call, we'll understand your complexity and give you a real number. No surprise invoices, no hidden add-ons. Transparency's kind of our thing.
Disagreement is actually healthy—it means people care. We're trained mediators who help families work through different perspectives without family dinners becoming battlegrounds. We help with conversations, help reframe positions, and find common ground on shared values. Sometimes families realize they want different things, and that's okay too. Better to figure that out intentionally than discover it after someone dies. We've navigated plenty of tough family dynamics.
Absolutely. Business succession is actually where family governance shines. We work alongside your accountants and lawyers to ensure the business transfer aligns with your family's values and financial goals. We help identify who should lead next, prepare rising family members, and structure deals fairly. The governance piece ensures family relationships survive the transition—that's the part most people miss until it's too late.
Call us at +40 857 617 542 or email [email protected]. We'll schedule a no-pressure conversation to understand your family's situation. Come with your messiest questions—that's what we're here for. You can also visit us at Strada Lipscani 123, Timișoara if you prefer talking face-to-face. Most families appreciate that initial chat before committing to anything.