Family Wealth Advisory
The structure beneath everything else.
Most families arrive at Team Tijani with wealth that has grown faster than the framework around it. There are accounts and entities in place, served by separate advisors, but no single view of how they fit together.
Family Wealth Advisory is the work of building that consolidated view and then keeping it current as the family's circumstances change.
What We Handle
- Consolidated Reporting
- One readable set of numbers showing where your wealth sits and how it is performing, with a sharp view of what it costs to run.
- Estate and Succession Planning
- Coordination with your family's lawyers to ensure that wills and trusts reflect how assets should pass, and that the plan holds up on paper.
- Family Governance
- Frameworks for how decisions get made and who holds accountability.
- Banking and Cash Management
- Choosing the right banking relationships and structuring accounts for liquidity and currency needs, with cash put to productive use.
- Insurance and Risk Review
- A periodic look at coverage across family assets and liabilities to find gaps before they find you.
- Next-Generation Readiness
- Working sessions with younger family members so they understand what they are inheriting and how to engage with it responsibly.
How It Works in Practice
We start by mapping the current landscape of your wealth. This involves surfacing and recording every account, every entity, every advisor and every policy. From there we build the consolidated picture and identify what is working and what needs attention.
The early meetings are usually the most useful, because they surface questions that have been sitting unanswered:
- Who signs on the holding company?
- Which jurisdiction governs the trust?
- Is the insurance up to date?
- Are the children named where they should be?
Once the picture is clear, our relationship settles into a rhythm. Regular reporting and scheduled reviews, with a standing invitation to call when something changes and needs an answer.