Our Services
Three Engagements, One Direction
Each of our services is designed for a different stage of succession readiness. You choose the one that fits where your family is now — and the scope reflects exactly what that stage requires.
Back to HomeOur Methodology
How We Approach Succession Work
Every Aldercrest engagement begins with listening. Before we suggest a structure or a plan, we take time to understand the family's situation — who is involved, what the business looks like operationally, what each family member hopes for, and what concerns have not yet been said aloud.
From there, we work in a structured but adaptable way. Written notes keep everyone aligned between sessions. Plans are built iteratively, with the family's input at each step. Nothing is finalised until the family is ready to finalise it.
Where the work touches areas requiring legal or financial expertise, we pause and help you bring in the right professionals, rather than proceeding beyond our scope.
Listen First
We begin with your family's situation, not a template.
Document as We Go
Working notes keep all parties aligned between sessions.
Iterate Together
Plans are built with the family, not presented to them.
Refer When Needed
We bring in regulated specialists where appropriate.
Service One · RM 660
Succession Readiness Conversation
A gentle, structured engagement to help a family business begin planning for the next generation of leadership. Through careful, private conversations we help surface hopes, concerns and questions, and outline the operational steps a smooth handover would involve. Suited to families beginning to think ahead.
- Structured private session with each relevant family member
- Facilitated joint family conversation
- Respectful written summary of key themes and questions
- A set of sensible starting points for the family to consider
- One follow-up conversation after the summary is shared
Service Two · RM 3,250
Leadership Transition Roadmap
A structured engagement to shape a considered, phased plan for passing leadership and responsibilities within the family business. We help define roles, develop the readiness of incoming leaders and outline clear, fair operational arrangements. Suited to families ready to plan in earnest.
- Operational role mapping and responsibility definition
- Incoming leader readiness assessment and development plan
- Phased transition roadmap document
- Facilitated family session to review and align on the plan
- Referral to regulated specialists where scope requires it
Service Three · RM 4,700
Succession Advisory Companion
An ongoing advisory arrangement accompanying a family through a multi-month transition at a humane pace. We act as a steady, neutral guide, help keep communication open, and support the practical handover of responsibilities. Decisions and ownership remain with the family throughout.
- Scheduled sessions throughout the engagement period
- Working notes after every meeting
- Support and availability between sessions
- Family communication support as the handover progresses
- Coordination with other advisors as needed
Help Me Choose
Which Service Is Right for Your Family?
Use this comparison to identify the best starting point. If you are unsure, the Readiness Conversation is designed precisely for that.
| Feature | Readiness RM 660 |
Transition Roadmap RM 3,250 |
Advisory Companion RM 4,700 |
|---|---|---|---|
| Best for | Just beginning to think ahead | Ready to plan in earnest | Complex or longer transition |
| Duration | 2–3 weeks | 4–6 weeks | 3–6 months |
| Individual sessions | |||
| Facilitated family session | |||
| Written summary / plan | |||
| Role planning document | |||
| Transition roadmap | |||
| Ongoing support between sessions | |||
| Specialist referral where needed |
Across All Services
Standards That Apply to Every Engagement
Confidentiality
All sessions and documents are strictly confidential. Nothing is shared externally without your consent.
Impartiality
We do not advocate for any individual outcome. Our role is to help the family navigate, not to direct the result.
Written Records
Every engagement produces clear, readable documents. You leave with something tangible, not just memories of meetings.
Defined Scope
Scope and deliverables are agreed in writing before work begins. No surprises in billing or expectations.
Appropriate Referral
We are clear about the boundaries of our work and help you access regulated legal and financial expertise when needed.
Your Pace
We adapt to the timeline your family is comfortable with. We do not create pressure to move faster than the work warrants.
Fees
Clear, Fixed Pricing
All fees are agreed before work begins. There are no variable billing arrangements or unexpected additions.
Service One
Readiness Conversation
RM 660
per engagement · 2–3 weeks
- Private individual sessions
- Facilitated family conversation
- Written summary
- Starting point recommendations
- Follow-up conversation
Service Two
Transition Roadmap
RM 3,250
per engagement · 4–6 weeks
- Role mapping & definition
- Readiness development plan
- Phased transition roadmap
- Facilitated family session
- Specialist referral where needed
Service Three
Advisory Companion
RM 4,700
per engagement · 3–6 months
- Scheduled sessions throughout
- Working notes after every meeting
- Between-session support
- Advisor coordination
- Full transition accompaniment
Next Steps
Not sure which service fits? Let's talk it through.
A short, no-obligation conversation is the simplest way to find out whether we are a good fit and which engagement makes sense for where your family is now.
Get in Touch