A family decision
Which decisions belong together?
A change of ownership can also change who has a voice, who may act and who can rely on an income. The Diagnostic examines those decisions together.
Change question
The written findings
A decision you
can work with.
Before work begins, we agree who takes part, who receives the findings, the fee and the timetable. You can use the findings to brief your existing advisers, commission further work or pause. See what one reported architecture review produced.
- Continuity Exposure MapWhere a family intention depends on a person, an asset or a document.
- Decision and Dependency RegisterWho needs to decide, what is still open and which professional must confirm it.
- Priority Action SequenceThe order in which the family and its advisers can take the next steps.
Decision and Dependency Register
Who should exercise operating authority, and when?
- Decision owner
- Founder and board, with family understanding.
- Depends on
- Readiness criteria, governance and the handover of relationships.
- If unresolved
- A new title may carry neither usable authority nor accepted accountability.
Reading the exampleThis entry names the decision owner and what must be settled before authority changes hands.
An illustration of the output, not completed client work.
Read the full sample · PDF, 8 pages (opens at page 5 in a new tab)Fictional expansion example
One question.
Three useful records.
“We are opening in another city. Which commitments can our manager approve without coming back to me?”
01Continuity Exposure MapSee the dependency
proposes→Founder
still approves→Authority
not yet clear
Daily management has moved. Authority for important commitments may not have moved with it.
Diagnostic finding · dependency identified
02Decision and Dependency RegisterName the decision and its owner
- Decision
- Which commitments may the manager approve, within what limits?
- Who decides
- The people with authority under the company’s arrangements; owners where their approval is required.
- Professional confirmation
- The appointed company secretary or legal adviser checks corporate authority. The bank confirms any relevant mandate.
Diagnostic record · decision and confirmations still open
03Priority Action SequencePut the work in order
- Agree the limitsRecord the decision with the required participants.
- Confirm and document authorityAppointed specialists complete their agreed work.
- Check the arrangement worksRecord confirmations, remaining exceptions and a review trigger.
Proposed sequence · implementation requires separate agreement
This example explains the outputs. It is not a client engagement or evidence that a change has been implemented.
Follow the separate implementation process →From the practice record
A trust and Will
were already in place.
Sandeep’s published profile describes an anonymised, completed architecture review for a founder-led family.
Read the source account · one-page PDF ↗The profile reports a completed review of trustee authority, investment oversight, distribution liquidity and family governance, with a matrix of approvals, responsibilities and next steps.
Legal amendments and asset transfers still needed family and specialist approval. The profile does not record which decisions the family subsequently took.
This is Sandeep’s published account. It does not separately attribute each task or independently verify later implementation or a client outcome.
Before a mandate
Who should be involved?
Before the family agrees, what would each owner want to protect, and what would make them reconsider?
Sandeep leads the review. The family decides who participates and receives the findings. Appointed legal, tax and other professionals confirm matters within their respective roles. Any subsequent architecture or implementation work requires separate agreement.
Your next step
Bring one broad question.
A complimentary preliminary conversation establishes whether the Diagnostic fits.
A separate engagement is not presumed. Your existing advisers may already be able to resolve the question.
Start a private conversationOne separable payment or funding obligation? Explore the focused Capital Review ↗