FAMILY BUSINESS
BUSINESS CONSULTANCY
We help to plan and perform an orderly generational handover of family businesses, ensuring a successful transition.
I Need these servicesif I want...
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- My children to take over the company in the future.
- To pass the company down through the family , efficiently and fairly.
- Deal with internal management problems complicated by family relationships.
- If I have no heirs and I want my company to survive in time.
- Advice on how to establish proper roles for each member of the family and distribute the workload.
- Establish rules and legal agreements to guarantee future compliance.
- Protect my family and our business assets.
- Professional support to add value and help during the transition period
Methodology
- Make an initial analysis of the structure of the family business, and individual and joint assets.
- Identify what inspires the company and its values, helping to establish family and business objectives through consensus.
- Prepare a plan for handing over from one generation to the next, professionalising business management.
- Defining and designing a family protocol setting out the family and business rules and agreements to ensure compliance and continuity in the business.
- Design family and business structures, Board of Directors and Family.
- Analyse and reorganise the company and its assets to improve business management and optimise the family and the company’s tax position.
- Monitor compliance and follow up the hand-over plan.
- Advice on the creation and implementation of a family office, as a service for proper management that optimises the viability of the family’s assets.
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