We work to establish a sustainable family structure in relation to the family business, obtaining order through emphasis on governance and alignment of family issues.
- Corporate and succession planning for family businesses.
- Organization and Patrimonial planning.
- Structuring of family, corporate and governance processes.
- Corporate Governance for family businesses.
- Evaluation and diagnosis of the company's governance mechanisms.
- Mediation of corporate issues.
- Structuring of succession processes.
- Advisory for founders, shareholders and heirs.
- Tax and family tax planning that impact the business, and the business that impact the family.
- Diagnosis of family panorama.
Modus Operandi
Through continuing education programs, customized patrimonial structuring mechanisms, consulting services for family businesses, we open the way to family business issues of all shapes and sizes, aiming at the organization and patrimonial protection of the family and family business.
Overview of risks and issues:
benchmarking risk mitigators and solving family issues
- Family cash flow management and planning.
- Patrimonial management orientation.
- Coordination of shareholders' equity.
- Providing regular and personalized information about the company and the business.
- Organization of meetings and family assemblies supporting communication among family members.
- Definition of a plan according to your profile and long-term strategy.
- Facilitate ongoing communication and plan regular family meetings.
- Educate the next generation on financial responsibility and equity-oriented equity management.
- Shareholder agreements, family protocols and corporate structures.
- Implementation of corporate governance.
- Structuring and support for board of directors, family council, council of shareholders and assemblies.
- Elaboration and strengthening and development of vision, ideology, mission and family values.
- Orientation and support of family operations office - family office.
- Planning and structuring succession in management and society.
- Thinking, positioning, guidelines and strategic planning for business families.
- Planning and career development for heirs and successors.
- Definition and implementation of your philanthropic interests.
- Implementation of the strategy after the family diagnosis.
- Succession planning.
- Legacy Planning.
- Conflict Management.
- Family council.
