“Create a three-generation succession genogram for a family office founded by Arthur, who died in 2020. May serves on the family council. Their children are Nadia, board chair with 34%; Paul, trustee with 33%; and Simon, investor with 33%. Show third-generation roles: Nadia's daughter Mia is an observer and future trustee, and Paul's daughter Ava is an analyst. Include the spouses and children shown.”
Comprenez les décisions qui le sous-tendent.
Nadia, Paul, and Simon hold a visible 34/33/33 split.
Board chair, trustee, and investor roles are distinct.
Mia is a future trustee and Ava is an analyst, not presumed owners.
May's role connects the founder generation to current governance.
Use this configuration for a family office moving from second-generation control toward structured third-generation participation. Add trust terms and beneficiary details in the governing documents, not on the genogram.
Questions fréquentes
Why do the ownership labels total 100%?
The 34%, 33%, and 33% shares show a complete near-equal second-generation ownership split.
Why are Mia and Ava given different roles?
The case distinguishes a future governance pathway from an operating investment role.
Does the genogram show trust beneficiaries?
No. It shows the trustee role, while beneficiary and trust details belong in governing records.