For Business-Owning Families
Protect what you have built.
Prepare for what comes next.
Prepare for the next generation, clarify ownership and find a workable way through difficult decisions—with advice that takes your business and your family seriously.
The work follows your situation
A clear purpose
for each engagement.
You do not need to know which document or service you need. We first identify the decisions to be made and the support that fits.
Succession & continuity
For founders and next-generation leaders preparing for change.
Explore the leadership transition, future roles and ownership direction. Develop a practical plan and the supporting legal and governance arrangements.
Depending on the agreed scope
Succession and leadership planning · wills and estate planning · shareholder and buy-sell agreements
Ownership & family wealth
For families seeking clarity around rights, fairness and protection.
Connect ownership, estate planning and the transfer of family wealth with the expectations of the people involved. Consider how inheritance, work and distributions fit together.
Depending on the agreed scope
Ownership structures · trusts and estate plans · family employment and pay policies · asset protection arrangements
Governance & family agreement
For families whose decisions or relationships need a clearer process.
Agree who does what, how decisions are made and how important issues can be raised. Where appropriate, use facilitated conversations or mediation.
Depending on the agreed scope
Family charters or constitutions · meeting and decision processes · role clarity · mediation
A considered way to begin
Start with clarity.
Choose the work that follows.
You do not have to commit to a complete overhaul to take a useful first step. The work is shaped around your priorities, with scope and fees agreed before we begin.
A focused consultation
For a defined question or decision.
Explore a particular question or decision, understand the options and identify your next step. If wider issues emerge, you can choose the Diagnostic afterwards. We agree the consultation scope before the appointment.
The LEGACY DNA Diagnostic
For connected family and business questions.
A structured assessment, including its consultation and a written report on strengths, areas needing attention and priorities. Use the findings to decide what deserves attention next; implementation is a separate decision.
Explore the DiagnosticImplementation, in agreed stages
For a priority you are ready to address.
Define a piece of work with its own scope and deliverables. Where the family wants a wider transition, we explain the breadth of work and plan the stages before it begins.
What to expect
A clear scope.
A considered process.
An initial conversation.
Tell me what prompted you to get in touch. We explore the situation and whether my experience fits the support you need.
An agreed starting point.
Choose a focused consultation for a particular decision, or the Diagnostic for a wider picture. We agree the purpose, participation, scope and fees before proceeding.
Work in agreed stages.
Address a defined priority or plan a wider transition. Further work is scoped separately so the commitment is clear.
Advice you can understand.
Plain language, clearly discussed fees and an approach that takes account of your existing advisors.
Participation agreed carefully.
Who should be involved, how information is handled and the role I am undertaking are established as part of the engagement.
Our dad died unexpectedly, and I was the only child that worked in the business with him. With Mankee Advisory, we were able to outline our roles and responsibilities, and develop a workable exit strategy, as well as a communication, succession and governance structure that everyone was able to get on board with.
Questions before you begin
You do not need
all the answers yet.
Can I enquire without involving the whole family?
Yes. You can begin with a general outline. We can then discuss the appropriate next step and who may need to participate.
Can you work with our existing advisors?
Yes. Your accountant, attorney, banker or other advisor may already hold important parts of the picture. Collaboration and scope should be agreed clearly.
Do you work outside Trinidad & Tobago?
I work with families across the Caribbean and diaspora, including by video. We will discuss the location and circumstances of your matter and the appropriate professional support.
How are fees agreed?
We agree the scope, deliverables and fees before work begins. Any further stage is discussed and agreed separately.
Can you act as both attorney and mediator?
Those are distinct roles. The role appropriate to your situation, its boundaries and the need for any separate advice are clarified before work begins.
A considered next step
for your family.
Tell me what prompted you to seek support. We can explore the decisions ahead and the right starting point for your family.