Offer types
Begin your governance journey
Every organization faces different challenges and stages of maturity. Our work is structured around your current reality and what support is most appropriate next. Engagements can begin with a private conversation, progress through a focused diagnostic, or evolve into a long-term governance program.
Engagement paths
Ways to work together
Each engagement is designed to bring clarity, structure, and confidence.
Below are the three ways organizations typically begin working with Patrimonia.
Private governance advisory conversation
A confidential one-on-one advisory session to clarify your situation, surface key concerns, and define possible next steps before involving broader stakeholders.
What this includes:
Private one-on-one advisory conversations
with Pierre (starting with a 30-minute introductory call).
Exploration of governance, ownership, and key structural considerations.
Identification of key issues, tensions, and priorities across the governance system.
Initial guidance on possible paths forward.
Written summary with key observations
and recommendations.
Best suited for:
Founders, leaders, or stakeholders seeking clarity before initiating governance discussions.
Structured assessment and shared alignment
A comprehensive 360° governance diagnostic across ownership, leadership, and structure, resulting in a clear roadmap of priorities, phases, and sequencing.
What this includes:
Pre-work intake form covering governance, ownership, and structural context.
Stakeholder interviews and governance working sessions.
Assessment across all three governance pillars.
Identification of governance gaps, succession risks, and structural and alignment vulnerabilities.
Detailed diagnostic report
Governance maturity heatmap across all three pillars.
Phased roadmap with clear objectives, timelines, and sequencing.
Design, implementation, and stewardship over time
A structured engagement to design, implement, and support governance, ownership, and structural frameworks, with ongoing advisory involvement across defined phases.
What this includes:
Governance framework and succession structuring.
Corporate governance and board transformation.
Wealth planning, governance structures, and structural coordination.
Facilitation of key meetings and decision forums.
Implementation support and activation of structures.
Ongoing advisory stewardship through transition phases.
Diagnostic fee fully credited toward the full governance engagement.
Best suited for:
Organizations committed to building durable governance structures that support continuity across generations.
Your path forward
Trusted by business leaders and wealth owners across the Middle East and Europe.
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