Engagement Documentation for Family Business Advisers
Many family business advisers struggle with their engagement documentation, correctly realising that what may be entirely appropriate when they’re working within their primary professional discipline does not work at all well for the majority of family business assignments.
We invented “Solutionism”, at least in part, to deal with this problem and have obtained legal advice about the best way to organise engagements so as to avoid potential professional and legal embarrassment, if things ever go south. Remember Murphy!
We also have full worked disclaimers to include in engagement documentation. Again, they’ve been run past trustworthy lawyers to test their validity. This is an interesting topic for a workshop.