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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 Governance Entity Governance Ad hoc
Working tools, procedures and templates Working tools, procedures and templates Working 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/ management Governance framework review/ management Governance framework review/ management
Induction/ Briefing sessions for Directors Induction/ Briefing sessions for senior management Enhancement of skills for preparing corporate governance reports
Corporate Secretariat & Governance Audits Secretariat &Governance Audits Enhancement of skills for any other Board/ Entity related transaction
Disclosure of information to public/investors on website/ intranet Disclosure of information to public/investors on website/ intranet Corporate Governance reports
Special reports for Directors, Chairman, Shareholders, Creditors, etc Special reports for Directors, Chairman, Shareholders, Creditors, etc Drafting 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 tasks Enhancement of skills on day to day Entity support tasks Establish a dedicated in-house Corporate Secretariat department to manage the holding entity and subsidiary governance
Records management Records management  

Overview of Private client and Individual Portfolio Management Solutions:

 Private Client and Individual Portfolio Management Solutions

Individually owned portfolio companies or family businesses Board/ Committee/ Other Memberships held For other personal matters/ obligations
Portfolio management Portfolio management Records management
Transaction management Records management Governance framework review/ management
Records management Compliance Calendar Personal obligations calendar
Compliance Calendar Governance framework review/ management  
Secretarial & Governance Audits Induction/ Briefing/ Awareness sessions
Governance framework review/ management Special reports on roles, responsibilities, duties, etc
Offshore service provider support – One stop shop  

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