Succession Planning

Plan your family legacy
Define clear succession strategies to ensure a smooth transition of roles, responsibilities, and assets across generations.
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Succession Planning

Plan your family legacy

Succession isn't just about inheritance — it's about securing the future of your family’s values, leadership, and assets. The Succession Planning module in Reluna helps families proactively prepare for generational transitions with clarity and confidence.

Through this module, you can define successors, outline future roles, and simulate transition scenarios for leadership and ownership. Whether it’s about passing down a family business, allocating assets, or planning for unforeseen events, this tool helps build a roadmap that protects both structure and legacy.

It also includes tools to assess your family's succession readiness, coordinate with advisors, and document every aspect of the plan in a structured and legally sound format. By turning an emotional, complex topic into a transparent, collaborative process, Reluna helps families approach succession with intention — not just reaction.

Other modules

Structure governance, make key decisions together, and ensure long-term continuity.

Asset Dashboard

Get a centralized overview of all family-owned assets, from financial portfolios to real estate and private equity.
Asset Dashboard

Family Members

Maintain a structured view of all family members, roles, and generations within the family enterprise.
Family Members

Family Education

Create personalized education paths to strengthen financial literacy, governance understanding, and leadership skills.
Family Education

Mentorship programs

Pair senior and junior family members to transfer wisdom, experience, and values.
Mentorship programs

Communication Hub

Keep family communications centralized and organized with our secure platform.
Communication Hub

Conflict Resolution

Implement tools and processes to handle disagreements and ensure long-term family harmony.
Conflict Resolution

Decision Making

Use structured frameworks and voting systems to make family decisions with transparency.
Decision Making

Family Council

Organize family meetings, create agendas, and document important decisions.
Family Council

Family Constitution

Create and manage your family constitution to establish shared values and governance protocols.
Family Constitution