Legacy Path Advisory

Ownership Transition Counsel

Practical framing for share transfers, buy-sell expectations, and fairness between active and non-active family shareholders.

Advisory counsel Usually 6–10 weeks Auckland meetings; remote check-ins as needed Day rate or scoped fee from NZD 9,200
Hands reviewing financial documents related to shareholding

Focus

Ownership questions often outlast the leadership announcement. We help families articulate who may buy, who must offer shares first, and how liquidity appears for someone who never intends to work in the firm.

Typical questions we work through

  • Should economic ownership move on the same timetable as managing director responsibilities?
  • How do you treat a child who left the industry but still holds shares?
  • What information rights keep non-active owners informed without inviting day-to-day interference?
  • Which decisions need unanimous family consent versus ordinary director approval?

Boundaries

We do not issue valuations or draft share sale agreements. We prepare decision frameworks and question lists your solicitor and accountant can execute against. Many clients bring us into a joint session with those advisors once options are narrowed.