B07 · Advisory board and family enterprise programmes

Beyond the Second Generation

Succession, Trust and the Cousin Consortium

Open enrolment and in-house

What it covers

Why a cousin consortium cannot run on inherited sibling trust or on documents: the dispersal arithmetic, why constitutions fail, and three interventions in a fixed order.

What you leave with

The Consortium Brief: the family placed on the dispersal arc, six evidenced answers, a verdict, and the intervention's first three steps with a named owner.

Learning outcomes

  • State the dispersal arithmetic and diagnose inherited trust failing at cousin stage.
  • Name the four clauses the next generation must renegotiate.
  • Sequence rebuild, renegotiate or restructure and state why the order is fixed.

Who it is for

Family principals only: founders, second-generation owners, third-generation members. Advisers attend alongside their family.

Open enrolment

Register for dates.

We will tell you when the next cohort is confirmed.

In-house

Bring it to your board.

Delivered to your board or team alone, on your jurisdiction module. Lola replies personally within two working days.