Private wealth governance is the independent oversight of family investment companies, holding structures and private investment vehicles. It provides continuity of decision-making, a disciplined process for related-party transactions and conflicts between family members, and a credible board for banks, counterparties and successors. Mount Sage provides BVI-resident independent directors to such structures, working alongside the family’s trustees, lawyers and advisers.
Where Independent Judgement Earns Its Place
Decisions keep being taken properly through illness, succession and generational transition, without the structure stalling.
Loans to family members, sales between entities, and disputes between branches are handled through a documented process rather than by whoever is loudest.
Directors who understand private equity, credit, real estate and fund holdings, and can engage with the family office’s investment reporting rather than file it.
A board that banks and counterparties recognise as independent, which shortens onboarding and reduces friction on transactions.
Structures that are governed, minuted and understood before the transition, not reconstructed afterwards.
Where a holding structure is within the economic substance regime, resident directors and BVI board meetings can be provided. See Economic Substance.
The tone of these mandates is deliberately understated. Independent governance in a family context works best when it is unobtrusive, consistent and difficult to argue with — a board that meets, decides, records and follows up, year after year.
Frequently Asked Questions
An independent director gives a family structure a decision-maker who is not a family member, not the family’s lawyer and not its banker: someone whose duty runs to the company. That matters for conflicts between branches, succession events, transactions with related parties, and giving counterparties and banks a board they can rely on.
Yes. Most private-wealth mandates reach Mount Sage through family-office advisers, private-client lawyers and trustees in Hong Kong, Singapore, London, Dubai and the Cayman Islands, for BVI holding and investment structures held by families based elsewhere.