Aegis Advisory

In a landscape defined by innovation and evolving legal frontiers, strategic advisory must go beyond compliance. This suite of services is designed to equip founders, boards, and executive teams with the regulatory clarity and policy infrastructure needed to lead responsibly — and scale decisively. Whether you’re shaping AI-driven ventures, future-proofing governance, or expanding across jurisdictions, our legal counsel adapts to where the market is going, not where it’s been.

Aegis supports families and founders in navigating the complexities of both legacy and growth, across:

  • Family Office Governance & Operations

    Designing robust frameworks for decision-making, continuity, and cohesion — whether formal or emerging.

  • Investment Management Strategy

    Structuring investment mandates, family charters, and private deal participation aligned with multi-generational values.

  • Wealth Preservation & Succession Planning

    Ensuring founder intent is honored, assets are protected, and transitions are not just legal — but relational and visionary.

  • Risk Management

    Identifying exposures across legal, financial, reputational, and interpersonal dimensions — and mitigating them early.

  • Philanthropy Architecture

    Guiding families in translating their values into structured, impactful giving that reflects long-term vision.

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Aegis Focus

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Lignée

A Legacy Program for Family Enterprises at every stage

Not all legacies begin with wealth. Some begin with vision, values, and the desire to build something worth continuing.

Lignée is a guided program within Aegis Advisory that helps families — whether newly emerging or deeply established — create a foundation for continuity, clarity, and connection.

From documenting intent to designing simple governance steps, Lignée empowers families to:

  • Articulate shared values and long-term vision

  • Create frameworks for decision-making and stewardship

  • Navigate succession, inheritance, and intergenerational conversations

  • Build the early structures that can grow with the family

Lignée is for:

  • Families without formal offices, but with a desire to grow together

  • Founders thinking ahead

  • Parents raising next-generation stewards

  • Anyone who wants to begin a legacy — not just preserve one