Family Business & Transition

Because only about 30% of family businesses survive into a second generation, dealing with the special features of family organizations requires a specific set of skills and authentic appreciation for this unique environment.

We preserve a company when the aspirations of family members might diverge and require transition across generations. We help structure family decision-making, in order to manage efficiency and perpetuate capital.

The balance, prosperity and longevity of a family business highly depends on meticulous planning. We provide our clients with tools that allow them to deliver continuing, lasting value after critical leadership change.

A successful succession strategy always relies on clear timing and key milestones. We help families to structure both their operational and financial involvement in their current businesses and future plans. When a partial or complete sale is considered as the best option, we formulate a comprehensive and thorough disengagement path by managing the emotional, legal, tax and economic aspects of the transaction.