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Private Banking

Capital Policies

Establishing effective capital policies is a critical aspect of any business, including family businesses. These policies address important matters such as capital allocation, equity raising and its impact on ownership dilution, leverage, selling and redeeming shares, and shareholder distributions. With over 200 years of experience as both a capital provider and advisor to family businesses, and as a private company ourselves, SGI possesses extensive expertise in helping family businesses shape these policies.

We collaborate with family businesses to address key questions pertaining to capital policies, including:

What is the process for regularly assessing the capital requirements of the business, and who is responsible for managing this process internally?
How does the business effectively communicate its capital needs to the family ownership group?
How does this process align with family distribution planning?