Protect Your Wealth With the #1 Family Governance Applicable to any Financial Jurisdiction
END-TO-END
SUCCESSION | CONTINUITY | LEADERSHIP
XCM’s Private Client Services, focusing on wealthy families and their unique needs, understand the disruption that follows the unexpected (such as a breadwinner’s death). As a result, we have responded to the call for better governance over the consumption and protection of family wealth from first to third generations and beyond. We take the responsibility of this service beyond technical and investment advice, ensuring a customized, long-term wealth management program designed around individual values and unique requirements. Finally, Our multilingual capabilities and connection to international cultures — European (through Curaçao’s inclusion in the Dutch Kingdom and legal system), Latin American and North American — make us the ideal partners to lead your family governance initiatives.
Discover the Unique XCM Family Governance Advantage that Makes a Difference.
We take a reactive holistic approach, putting the family first versus individuals, yet maintaining the crucial balance that benefits all participants.
Personalized communication channels are integral to our family governance relationships in every aspect of your wealth administration.
- Putting ourselves in your shoes creates the empathy and customization essential to methodical planning.
- We’re ready and available to answer every question you may have courteously and patiently.
We establish a robust decision-making process to ensure a smooth family governance experience. How? We cover critical considerations, such as conflict resolution, time schedules that make sense, supportive family structures and minimization of obstructive family politics.
We assist you in establishing, monitoring and reviewing a legally regulated and report-centric Family Charter or Foundational Document. The latter is a time-consuming but worthwhile initiative that:
- Captures the lifestyle items described above.
- Serves as a central reference for family members and their professional advisers.
- Covers the core principles underlying multi-generational needs, aligning with the wealth creators’ visions.
