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Wealth Management

Family Governance

At Capital Y we have an in-depth and intimate understanding of the challenges that the most
successful families face when organizing their family governance in relation to their wealth.

Our team will collaborate with you to meticulously craft a strategy that addresses the distinct needs and aspirations of your family, ensuring that it aligns with your family’s values, dynamics, and long-term goals.

We will assist you in making the appropriate legal and fiscal decisions, establishing rules and procedures to manage disagreements, planning an orderly succession, and organizing educational sessions to prepare your children for their future responsibilities.