Family Businesses and Corporate Governance

We advise companies and family groups seeking to professionalize their wealth management through asset reorganization, ownership transfers, shareholder agreements, and family governance protocols.

By understanding the unique dynamics and priorities of each family enterprise, we identify key elements such as governance policies, investment strategy, growth, leverage, guarantees, innovation, education, profit distribution, stock options, wealth management, and future projections.

These insights allow us to design customized governance models that generate dual protection:

• The confidence of directors, managers, and executives in the performance of their roles.
• The assurance for the family regarding future cash flows, accountability, and risk coverage.

Our advice goes beyond initial structure design or tax optimization. It extends over time through ongoing financial and accounting support, periodic reporting, and strategic follow-up, provided by an interdisciplinary team aligned with the family’s and company’s objectives.