We are proud to present the Family Enterprise Governance Report – a collaboration between UBS Family Office Solutions and Agreus.

Based on insights from 106 Family Office participants, this unique study examines governance across the full scope of a family’s enterprise, which encompasses the family, trustees, family office, investment program, business, philanthropy and family bank.

Read the full report to find out more about:

  • The governance frameworks, structures, and policies that guide complex family enterprises
  • Why formal governance tools alone are not sufficient
  • The critical role of human capital in driving governance outcomes
  • How families can engage with governance structures to achieve meaningful, sustainable results

Download the Report here

Key Contacts

Tayyab Mohamed

Co-Founder of Agreus Group
tayyabm@agreusgroup.com

Paul Westall

Co-Founder of Agreus Group
paulw@agreusgroup.com