Acerca de

The transfer of ownership interests is generally the most significant and challenging task in the continuation of the family business. Many entrepreneurial families spend significant time and resources creating shareholder agreements, estate plans, and tax strategies to protect wealth and preserve family harmony for the future. However, legal structures alone cannot ensure successful continuity without additional planning.

 

Family ownership is the characteristic that defines family businesses, and the transfer of management responsibility from one generation to the next is the central task as a guarantee of continuity.

 

Many business families spend a significant amount of time and money preparing shareholder agreements, estate plans, property transfer procedures, trust creation, tax strategies, conglomerates, and family protocols, in the hope that these mechanisms will protect their wealth. and, at the same time, they will preserve the financial security and harmony of the family in the future.

 

Although we are strong advocates of the idea that formal agreements and financial planning are necessary for the successful continuation of a family business, our experience has taught us that these tools are certainly not a panacea. All legal agreements will ultimately depend on the goodwill and commitment of the people whose relationships they are intended to support and govern. In the continuity of the Organization, as in all other aspects of family businesses, the key interventions focus simultaneously on the structure and on the processes aimed at building strengths and trust.

 

In our property transfer consulting work, we offer a range of services to help families make key decisions, from early conceptualization of alternatives for future ownership models to the details of implementing ownership policies and structures. This includes:

 

• Facilitate family conversations about alternatives regarding ownership

• Analyze and integrate estate plans to achieve succession goals

• Collaborate with the family's legal and financial advisors to establish the required structures and agreements.

• Design and activate governance schemes for the instruments to be used to transfer wealth (eg, trusts, family offices)

• Educate family members about the responsibilities of ownership

• Consider the role of philanthropy when planning the property

• Our role is to advise in our area of ​​expertise, assist in coordination with other professionals, and guide the integration of work related to the transfer of ownership with the other components of the continuum, including governance design, business oversight, and family development.