When to review
Signs that a review may be needed
The review identifies what has changed in the business and which documents or arrangements need attention.
Drift
New entities, assets and partners accumulate around old documents.
Warning signs
Informal control, conflicting rights or unclear asset ownership.
Map
Ownership, governance, liabilities and actual decision-making.
Target
The future structure should solve a defined business or family problem.
Why structures drift
When the documents no longer reflect the business
Compare the ownership chart with the corporate records, shareholder agreements and current management arrangements. Note assets held outside the expected entity, conflicting approval rights and decisions made informally. An investment, partner departure or succession plan is an opportunity to address those gaps.