Wealth lasts when the family is ready for the handover.
VIV helps family offices put governance, succession and wealth distribution on paper before they are tested — an independent assessment and coordination service, with legal and tax execution handled by your own counsel.
Run the Governance Health CheckGovernance framework
Family constitution, family council, investment committee and clear decision rights that separate family, ownership and business.
Succession planning
Leadership and ownership succession with named successors, timelines, emergency plans and annual testing.
Wealth distribution
Written policy on equal vs equitable treatment, operating vs non-operating heirs, liquidity events and trusts.
Key-person risk
Map what sits with the principal, create deputies and delegated authority, and prepare a contingency plan.
Family communication
Facilitated meetings on a fixed calendar and an agreed process for difficult conversations and disagreements.
Next-generation readiness
Education, observer seats, a small managed portfolio and mentoring to build capability before transition.
Advisor coordination
One lead coordinator so legal, tax, trust and investment advisors work from a single action list.
Talent & professional management
Define family office roles, independent hires and compensation so core functions do not depend on family members.
Technology & reporting
Consolidated view of holdings, entities and documents with proper access controls.
Risk management
Risk register for cyber, reputation, legal and concentration exposures, with owners and annual stress tests.
Much family wealth is put at risk not in markets, but in the transition between generations.
Test a private holding for liquidity
Tell us enough to understand the problem. We use the information to route the conversation to the relevant VIV service; it is not a public deal submission.