Family offices are built on trust, but trust without structure eventually strains under complexity. A fiduciary review provides an independent, professional check on how well the family's structures are actually serving its people, purpose, and assets.
What a Review Covers
A robust review examines governance documents, trustee decisions, investment mandates, distribution policies, and succession plans. It asks whether the current architecture matches the family's stated intent, and where quiet drift has crept in.
When to Commission One
Common triggers include a generational transition, the sale of a business, the addition of new beneficiaries, or a material change in tax or regulatory regime. Even without a trigger, a review every three to five years is prudent.
The AVA Approach
AVA Trustees conducts fiduciary reviews as an independent partner. We benchmark against international best practice, surface gaps discreetly, and deliver actionable recommendations that respect family dynamics.
