YOUR TRUSTED FAMILY BUSINESS ADVISORS
Hello & Welcome
With firsthand extensive experience running a family business, we understand your challenges and the significant risks involved around conflict and succession planning. Our mission is to provide you with personalized guidance to help you grow and preserve your family wealth across generations along the legacy.
Our mission is to Nurture Family Wealth across Generations through the Institutionalization of Family Businesses
How can we help?
After a deep understanding of your family context and dynamics, we provide tailored solutions to assist your family business institutionalize for you to:
- Align Family members around a common holistic Wealth Plan
- Establish Governance and Plan for Succession
- Evolve to a Corporate Enterprise
- Preserve and Manage your Wealth
What is keeping you up at night?
"We have no wealth planning and all the focus is centered around the family business. I feel we are not planning for the rainy days!" - Family Business Founder
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"We have no wealth planning and all the focus is centered around the family business. I feel we are not planning for the rainy days!" - Family Business Founder
"By failing to prepare, you are preparing to fail." - Benjamin Franklin.
Thus, if you do not plan the right strategy for wealth preservation, you put your family at risk. We offer you an initial holistic wealth planning report aligning the family to a common understanding of wealth with shared vision and values, resulting in an optimal action plan in succession planning and wealth preservation.
"I have totally different perspectives from my children, with respect to current structure and the future of the company." - Family Business SenGen
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"We have no wealth planning and all the focus is centered around the family business. I feel we are not planning for the rainy days!" - Family Business Founder
"Starting a company is like throwing yourself off the cliff and assembling an airplane on the way down." - Reid Hoffman . A founder's journey is long, rough, and filled with wisdom due to extensive experience. The NextGen perspective is fresh, innovative and adds value as well. This combination of two opposite perspectives is the recipe for success. We can help you build your family agreement.
"My siblings and I inherited the family business and we are not aligned on what we want to do. In fact, some of us want to sell it." - Family Business NextGen
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"Always remember that you are absolutely unique. Just like everyone else." - Margaret Mead. People are unique and have different needs and wants depending on their age, ambitions, risk appetite, past experience, etc. In order to align the different members, proper governance and organizational structure play a key role. We can help you transform your firm into a corporate organization.
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"Our family business are doing great but it is not clear for me that our wealth is optimally managed. Also, what services should I get?" - Family Business Member
"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." - Warren Buffet. Family Businesses become successful because they focus solely on what they do best, generate wealth through their craft, that is handed over from one generation to another. We can help you optimally manage, grow, and preserve wealth to serve the members.
"Our family has always been rich, and we've sometimes had money."
Nurturing Family Wealth (Human, Social, and Financial) across generations is not impossible! Even though the statistics show otherwise, "shirtsleeves to shirtsleeves in three generations," where only 4% of family businesses survive the 3rd generation, following a proper framework with the aid of an experienced advisor would secure the transfer of the wealth of the family to the next generations safely and in harmony!
Testimonials
Are we the right fit for you? Let us find out.
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Need to know more?
Please feel free to ask for our brochure to know more. Additionally, you can arrange for a 30-minute complimentary call with Pierre. We look forward to discussing how our services can be of assistance to you.