Family business management planning, as a rule, is of major importance for those families, in which the capital owner has two and more adult children and grandchildren (the third generation).
Family constitution not only helps every living member of the family to determine their role in business, but also establishes rules of the game for future generations.
Work on the constitution is not just a naked outline of the parties' agreements, but a role-playing game which helps to understand the mission of the family in the best possible way to discover the strengths and talents of each member of the family.
A family constitution is the basis of the family business. In many respects, a correct understanding of the provisions of this document depends on how the processes of corporate governance, the policy of checks and balances, the employment of personnel, etc. will be arranged.
Partner, Legal and Tax Support
Prior to the establishment of LEON Family Office, Roman worked as an attorney in Private Wealth Services group in PricewaterhouseCoopers. Roman specializes in the field of set-up and ongoing coordination of personal holding vehicles, as well as in the field of management and control services. He has significant experience in developing and implementing corporate and family governance structures, shareholder agreements, and M&A support for private clients.
Roman received a higher legal education, has a TEP qualification and is a certified specialist in the field of trusts and estate planning (Society of Trust and Estate Practitioners).