Skip to content Skip to sidebar Skip to footer

Meristem Securities Limited Nigeria | Blog

Meet the Atunwas (Finale)

Continued from Episode 3… The following weekend, the family gathered once again, this time for a more formal meeting with Lucas. The discussion about family governance continued, and this time they were digging deeper into the details. Sophia, always practical, asked, “Isn’t family governance mainly about money, though?” Justina shook her head. “No, it’s much…

ByBrand & Comms TeamOctober 21, 20240Comments

Family Office Advisory

Meet the Atunwas (Episode 3)

Continued from Episode 2… It was a warm evening at the Atunwa residence, and the family gathered for a casual dinner. Bianca, Donald’s wife and CEO of Donanca Construction, had just returned from a business trip and joined them at the table. Tonight, they welcomed a new guest: Lucas, a senior family advisor from the…

ByBrand & Comms TeamOctober 14, 20241Comment

Family Office Advisory

Meet the Atunwas (Episode 2)

Continued from Episode 1... After Justina’s explanation, Henry asked, “Who exactly should be involved in family governance discussions? Just us?” Before she could respond, Frank, Donald’s second son and the CEO of Frankish, Nigeria’s fastest-growing fast-food chain, jumped in. “I run a company, and we involve key players in big decisions. Shouldn’t a family be…

ByBrand & Comms TeamOctober 4, 20240Comments

Family Office Advisory

The High Cost of Failed Wealth Transfer

Think of a hardworking founder of a highly successful enterprise. With significant labour, sacrifice, and commitment, they have achieved significant success. As they advance in years, their deepest desire is for the product of their labour to be transferred seamlessly to the next generations. They want their wealth to not only provide their descendants with…

ByBrand & Comms TeamJuly 2, 20240Comments

Family Office Advisory

Handling Threats to Multigenerational Wealth

Success in generational wealth transfer is a challenge for many families. Statistics show that 7 out of 10 families will lose their wealth by the second generation, with 9 out of 10 losing it by the third. This staggering number has a significant impact on the well-being of existing and unborn family members, as well…

ByBrand & Comms TeamJune 28, 20240Comments

Family Office Advisory

Succession Planning: Avoiding Pitfalls for a Smooth Transition

What is Succession Planning? Succession planning in the context of family wealth management involves the process of preparing for the seamless transfer of leadership, management, and ownership of a family business or wealth to the next generation or chosen successors. This strategic undertaking is key in ensuring the continuity and long-term sustainability of the family's…

ByBrand & Comms TeamJune 24, 20240Comments