Who it is for
Principals, family members, and private-office leaders who need one current account of what the family has authorised before a consequential move proceeds.
Lawyers, bankers, tax advisers, investment teams, trustees, and other specialists who need their completed work carried into the existing execution process without adding another opinion or authority holder.
Decision problem
At the release point, which current version has the family authorised, under what conditions, who may perform the next act, and what change makes that version no longer current?