Private Advisory
Our Private Advisory team focuses on the plans, structures, governance, and strategic decisions that drive long-term value across family wealth. We separate the services to the Kitchen Table and Share Capital Table.
Around the Kitchen Table
Traditum Kitchen Table Advisory is where the social, political, rational, and emotional decisions are made. We have expertise in dealing with contentious and non-contentious issues, mediation, family charter, and governance structure. As part of our Group, we have the Family Business Community where empathy, common ground, and experience of other families assist in our advice to arrive at the direction of travel for the family, and the relationships which govern that direction, being rewarding for all.
The share capital table is about the value of the family asset – the trading company. The growth, strategy, and disposal for optimum value, depending on the plan, is our lead Advisory for sale offering, headed by Convex.
The Traditum Navigator
Our Advisory process often follows a four-point framework, aligned to the same planning horizons used by our Private Asset Management team when considering investments: 3 years, 12 years, and 35 years.
It draws on principles proven with multi-generational wealth-owning families, with members of the UK Armed Forces, and with international coaches and athletes. We do not claim it is unique. It is, however, the framework we use ourselves.
Character
The North Star. It defines the family’s DNA, its values, purpose, and long-term aspirations; the standards by which the family and its enterprises operate; and the principles that carry across generations. Across every horizon, Character answers one question. What is this family seeking to achieve, preserve, and become?
Knowledge
Every high-performing family relies on access to the right expertise. Working alongside family members and management teams, we assess capability gaps, strengthen core competencies, and identify the skills required for what comes next. It also identifies the basics that need constant, regular training. World-class basics.
Actions
Ambition translated into execution. The objectives, priorities, and deliverables for each horizon, with responsibilities defined and accountability established. Growing enterprise value, diversifying risk, implementing succession, strengthening governance, and developing the next generation of leaders.
Results
Measurement kept simple, meaningful, and delivery-centred. Reporting should give clarity rather than complexity, insight rather than administration. Success is not measured by financial performance alone. Behaviours, culture, leadership, governance, and succession readiness carry equal weight.
Value in the Share Capital table – different assets
For many families, the most significant asset, financially and emotionally, is the trading business. Our lead advisory service, Convex, is discreet, bespoke, and focused on value. We lead every stage, from approaching buyers and negotiating terms through to due diligence, legal process, and completion, with our private office tax advice and the right family structures prepared alongside.
A successful transaction reaches beyond the share capital table to the kitchen table. The shares may become cash. The family’s identity, purpose, and guiding principles remain, and our role is to embed them in whatever comes next.
Discover More
Explore the additional services we offer to support your wider financial considerations.
