Advisory
Advisory support for the continuity and compliance of family businesses, with links to trusted, accredited service providers.
Advice that starts from where your business is
The Advisory programme is one of the National Center for Family Businesses’ programmes. It supports the sustainability of family businesses in Saudi Arabia and their contribution to the national economy by giving them the advisory support they need to overcome the challenges they may face at every stage, whether founding, growth or expansion.
The programme offers four specialist services: family charter review, current-state analysis (measuring how mature the business’s governance is), board evaluation, and oversight of institutional transformation, alongside the Institutional Transformation Workshop.
Advisory in numbers
- 960hours supervising institutional transformation in 2025
- 240hours of current-state analysis
- 112hours of family charter review
- +52family businesses in the transformation program
The programme’s services
Family Charter Review
Reviewing an existing charter and rating how complete each part is, in a detailed report.
Current-State Analysis
Analysing the administrative and legal side of the business and how far it meets governance standards.
Board Evaluation
A specialist evaluation of the board, its committees and the maturity of its governance.
Institutional Transformation Workshop
Phase one of the transformation programme: awareness and consensus.
Institutional Transformation Oversight
Overseeing how the transformation is built, carried out and put into practice.
Programme objectives
Supporting the sustainability of family businesses through:
- 01
Compliance with laws and regulations
Helping family businesses comply with local laws and regulations and meet the requirements in force in the Kingdom.
- 02
Sustainability and growth
Enabling family businesses to last and pass to the next generations, through specialist advice that develops their internal operating strategies for growth and continuity.
- 03
Lower legal risk
Helping family businesses spot potential legal, administrative and financial risks, with proactive solutions to avoid them.
- 04
Specialist advisory support
Specialist legal advice that meets the needs of family businesses at every stage of their development.
Why the National Center for Family Businesses
The Center brings wide experience as the national body that helps family businesses work to best practice, and as a non-profit it devotes its efforts to supporting family businesses and their continuity, including:
- The advisory support they need
- Knowledge that supports family businesses and their success
- Preparing and training the next generation
- Settling disputes and family endowment matters
Our approach
The Center delivers its advisory services through a coordinated, staged approach that makes sure the family business’s needs are met.
Reviewing the request
The family business’s request is received and studied carefully to understand what it needs and define the scope, or it is referred to accredited service providers.
A preliminary meeting
To understand the client’s own needs and the business’s requirements precisely, and make sure the proposed service meets them.
A service proposal
A full proposal setting out the scope, expected costs and timeline, so the services match the business’s needs and expectations.
Signing the NDA
To protect the information exchanged while the advice is given.
Delivering the output
Once the data is gathered and the relevant regulations are studied, the client receives the output, including the solutions or initial recommendations from the review.
Measuring service quality
Rating the quality and efficiency of the services against criteria and goals set in advance, to keep clients satisfied and keep improving.
How to request a service
Submit the request
Request review
Proposal and scope of work
Sign the NDA
Sign the service agreement
Service delivery
Service evaluation