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Governance and Entity Management Solutions

Governance and Entity Management Solutions

Governance and Entity Management Solutions are outsourced by many large groups nowadays. Groups and multi-jurisdictional family business and corporations are looking to professional service teams to manage their portfolio of entities.   We offer bespoke services for private client and corporates looking to build or develop a corporate governance framework or strengthen internal controls and processes.  Also we offer a wide range of corporate governance and company secretarial masterclass training courses. Moreover, our courses are accredited for CPD hours which is internationally recognised.

Governance and Entity Management Solutions

Board GovernanceEntity GovernanceAd hoc
Working tools, procedures and templatesWorking tools, procedures and templatesWorking tools, procedures and templates for special matters/ transactions
Enhancement of skills for effective decision making/ minute taking (Board and Committees)Enhancement of skills for effective decision making/ minute taking (Shareholders)Enhancement of skills on day to day cosec and governance support tasks
Governance framework review/ managementGovernance framework review/ managementGovernance framework review/ management
Induction/ Briefing sessions for DirectorsInduction/ Briefing sessions for senior managementEnhancement of skills for preparing corporate governance reports
Corporate Secretariat & Governance AuditsSecretariat &Governance AuditsEnhancement of skills for any other Board/ Entity related transaction
Disclosure of information to public/investors on website/ intranetDisclosure of information to public/investors on website/ intranetCorporate Governance reports
Special reports for Directors, Chairman, Shareholders, Creditors, etcSpecial reports for Directors, Chairman, Shareholders, Creditors, etcDrafting templates bespoke to the needs of your business – Delegations of authority, terms of reference and charters, agendas, resolutions, minutes or communications.
Enhancement of skills on day to day Board support tasksEnhancement of skills on day to day Entity support tasksEstablish a dedicated in-house Corporate Secretariat department to manage the holding entity and subsidiary governance
Records managementRecords management 

Overview of Private client and Individual Portfolio Management Solutions:

 Private Client and Individual Portfolio Management Solutions

Individually owned portfolio companies or family businessesBoard/ Committee/ Other Memberships heldFor other personal matters/ obligations
Portfolio managementPortfolio managementRecords management
Transaction managementRecords managementGovernance framework review/ management
Records managementCompliance CalendarPersonal obligations calendar
Compliance CalendarGovernance framework review/ management 
Secretarial & Governance AuditsInduction/ Briefing/ Awareness sessions
Governance framework review/ managementSpecial reports on roles, responsibilities, duties, etc
Offshore service provider support – One stop shop 

Looking for Governance and Entity Management Solutions provider?

Feel free to contact us. We’d love to hear from you.

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