“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.”
Entenda as decisões por trás dele.
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.
Dúvidas comuns
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.