Entity Management

Entity Management and subsidiary governance

Entity Management Solutions and subsidiary governance are outsourced by many large groups nowadays. Groups and multi-jurisdictional family business and corporations are looking to professional service teams to manage their portfolio of entities. We offer bespoke services for private client and groups looking to build or develop a corporate governance framework or strengthen internal controls and processes. Also we offer a wide range of corporate governance and company secretarial masterclass training courses. Moreover, our courses are accredited for CPD hours which is internationally recognised.

The benefits of entity management and subsidiary governance

Leave the hard work to the professionals, we understand entity management and subsidiary governance. Our team are qualified governance professionals who manage international client portfolios ensuring entity management and compliance for your subsidiaries.

Governance and Entity Management Solutions
Board Governance	Entity Governance	Ad hoc
Working tools, procedures and templates	Working tools, procedures and templates	Working tools, procedures and templates for special matters/ transactions
Enhancement of skills for effective decision making/ minute taking (Board and Committees)	Enhancement of skills for effective decision making/ minute taking (Shareholders)	Enhancement of skills on day to day cosec and governance support tasks
Governance framework review/ management	Governance framework review/ management	Governance framework review/ management
Induction/ Briefing sessions for Directors	Induction/ Briefing sessions for senior management	Enhancement of skills for preparing corporate governance reports
Corporate Secretariat & Governance Audits	Secretariat &Governance Audits	Enhancement of skills for any other Board/ Entity related transaction
Disclosure of information to public/investors on website/ intranet	Disclosure of information to public/investors on website/ intranet	Corporate Governance reports
Special reports for Directors, Chairman, Shareholders, Creditors, etc	Special reports for Directors, Chairman, Shareholders, Creditors, etc	Drafting templates bespoke to the needs of your business – Delegations of authority, terms of reference and charters, agendas, resolutions, minutes or communications.
Enhancement of skills on day to day Board support tasks	Enhancement of skills on day to day Entity support tasks	Establish a dedicated in-house Corporate Secretariat department to manage the holding entity and subsidiary governance
Records management	Records management

Overview of Private client and Individual Portfolio Management Solutions:

Private Client and Individual Portfolio Management Solutions
Individually owned portfolio companies or family businesses	Board/ Committee/ Other Memberships held	For other personal matters/ obligations
Portfolio management	Portfolio management	Records management
Transaction management	Records management	Governance framework review/ management
Records management	Compliance Calendar	Personal obligations calendar
Compliance Calendar	Governance framework review/ management
Secretarial & Governance Audits	Induction/ Briefing/ Awareness sessions
Governance framework review/ management	Special reports on roles, responsibilities, duties, etc
Offshore service provider support – One stop shop

Looking for Governance and Entity Management Solutions provider?

Feel free to contact us. We’d love to hear from you.