Family Constitution & Wealth Advisory Services

At Zahid Jamil & Co, Chartered Accountants, we specialize in Family Constitution Advisory to help multi generational families preserve their legacy, align their values, and ensure smooth transitions of wealth and business leadership. Our structured approach fosters harmony while protecting family and business interests.

Our Family Advisory Services Include:

1. Family Constitution Development

  • Crafting a tailored Family Charter documenting shared values, vision, and governance principles

  • Defining roles, responsibilities, and decision-making frameworks for family members

  • Establishing protocols for wealth distribution, business participation, and conflict resolution

2. Family Governance Facilitation

  • Conducting structured family meetings to build consensus on sensitive matters

  • Implementing family councils or boards for organized decision-making

  • Creating communication frameworks to maintain transparency across generations

3. Business Succession Planning

  • Designing phased transition plans for leadership and ownership transfer

  • Identifying and grooming next-generation successors through mentorship programs

  • Aligning business strategy with family goals through strategic roadmaps

4. Family Dispute Resolution

  • Providing neutral mediation for business or inheritance-related conflicts

  • Developing fair resolution mechanisms through constitutional clauses

  • Preserving relationships while protecting financial interests

5. Financial Education & Empowerment

  • Customized training programs on wealth stewardship and financial literacy

  • Preparing younger generations for responsible ownership through workshops

  • Guidance on philanthropic strategies to perpetuate family values

Why Families Choose Our Advisory?

  • Proven Methodology – Structured frameworks adapted to cultural and business contexts
  • Multidisciplinary Expertise – Combining legal, tax, and business advisory perspectives
  • Multidisciplinary Expertise – Combining legal, tax, and business advisory perspectives
Secure Your Legacy. Strengthen Your Family's Future.