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.

Estos elementos nos permiten diseñar modelos de gobierno familiar a medida, generando una doble protección patrimonial:

• The confidence of directors, managers, and executives in the performance of their roles.
• 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.

Nuestra asesoría en esta materia no se limita a la conformación inicial de estructuras de gobierno, la optimización fiscal o la reestructuración corporativa, sino que se proyecta en el tiempo mediante soporte permanente en la gestión contable-financiera y reporting continuo, a cargo de un equipo interdisciplinario que trabaja coordinadamente para cumplir los objetivos definidos por la familia y su administración.