Our motto is: "In a family business, slowly is the fastest way to get to where you want to be!"
HOW CAN WE HELP
After a deep understanding of your family context and dynamics, we provide tailored solutions to assist your family nurture its wealth and institutionalize with:
- Wealth Planning: Align the Family members around a common holistic Wealth Plan
- Succession Planning: Establish Governance and a Family Agreement
- Corporate Transformation: Evolve to a Corporate Enterprise through Institutionalization
- Family Office Services: Preserve and Manage your Wealth through a Family Office
CONTACT US TO KNOW MORE.
OUR TAILORMADE SOLUTIONS
FAMILY WEALTH PLANNING
CORPORATE TRANSFORMATION
FAMILY WEALTH PLANNING
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. This is the starting point of your journey on the road to excellence.
SUCCESSION PLANNING
CORPORATE TRANSFORMATION
FAMILY WEALTH PLANNING
People are unique and have different needs and wants depending on their age, ambitions, risk appetite, past experience, etc. Having differences is normal but we need to manage them in order to find the optimal solution that is suitable for the founder and NextGen's. This combination of two opposite perspectives is the recipe for success. We can help you build your family constitution.
CORPORATE TRANSFORMATION
CORPORATE TRANSFORMATION
CORPORATE TRANSFORMATION
We start with an assessment and, if needed, a business plan for strategic business growth and strategic sales to attract investors. This assessment is followed by an action plan for the company's strategic evolution, financial health, and operational effectiveness that will lead to the corporate transformation of the enterprise. We partner with experts in the suitable industry and function.
FAMILY OFFICE SERVICES
CORPORATE TRANSFORMATION
CORPORATE TRANSFORMATION
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 with precision and care.
We can help you optimally manage, grow, and preserve wealth to serve the members. Estate and Financial Planning, Tax optimization, Investment Planning, M&A, and Risk Management are key.