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Family Governance

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Family Governance

Successful families have a strong sense of trust for each other.  This is developed through healthy communication, establishing well-defined roles, and preparing the next generation for wealth transitions.  Families often start with the question, what are the possibilities for us as a family?  The answers can inspire and strengthen the bonds across generations. 

 

Confluence can assist your family with the structure required to unite older and newer generations, encouraging regular family assemblies, the creation of a family council, and the development of a family constitution. 

Typical issues addressed by a family governance framework include:

  • The roles, rights, and responsibilities of family members

  • A system regulating the appropriate inclusion of the family in business discussions

  • The formation of a "family council" to oversee strategic decision-making for the business and strengthen business-to-family communication

  • The creation of family employment, development, and compensation policies

  • The formalization of business relationships between family members

  • A mechanism to sell ownership interests

  • A succession process for leaders

  • Dividend and distribution policies

Many of these policies are often memorialized in the form of a family constitution, a document created by the family council and approved by the broader family at a family assembly.

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Our goal is to protect your financial future and give you confidence.

OUR SERVICES

The Confluence Difference

You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you?  Our firm is built on the principles of honesty, integrity, and objective decision-making.  From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.

As a fiduciary, we promise that you:

  • Are served with dedication, loyalty, and aspirations of building a true partnership.

  • Benefit from interests that are aligned.

  • Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.

  • Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.

  • Are not beholden to the desires of a large institution with its own sales agenda.

  • Receive expertise in complex financial analysis, valuation, and portfolio management.

  • Are Served by a firm that is proud of its investment performance track record.

  • Are advantaged by working directly with the owner of a firm.

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Why Choose Confluence

We Inspire Long-Term Financial Success

Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.

Brett Cicinelli brings over two decades of financial and analytical experience to work for clients.  He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).