Advisory
Advisory programs and services for family businesses that address the issues they face, answer their questions and resolve their challenges, including family business certification in governance.
- 960
- hours supervising institutional transformation in 2025
- 240
- hours of current-state analysis
- 112
- hours of family charter review
- 20
- family businesses in the transformation program
Family Charter Review
Reviewing your current charter and closing its gaps.
DetailsCurrent-State Analysis
Diagnosing governance, ownership and succession readiness.
DetailsBoard Evaluation
Assessing the board's composition and effectiveness.
DetailsInstitutional Transformation Oversight
Supporting the business as it carries out its transformation plan.
DetailsThe family charter
Building and drafting family charters professionally and in line with regulations, setting out the principles, values and agreements among the owning family.
Leadership succession and succession planning
Addressing the absence of succession plans by building clear paths for passing ownership and leadership between generations.
The most suitable legal form
Helping family businesses choose the most suitable legal form and understand how to move between legal forms.
Preventing disputes
A step-by-step approach that starts with a diagnosis built on field studies, then preventive and qualifying programs, then settlement through alternative means when needed.
Why family businesses transform
- Protecting the family: avoiding future disputes by organizing the processes that can cause them
- Growing the business: building partnerships and attracting high-caliber talent
- Protecting stakeholders: better decisions and a lasting business that protects employees, suppliers, creditors, investors and customers
Institutional transformation moves a business from individual to professional practice, in step with its size and the complexity of its work, so that it can last for many years. It covers family governance, business governance and the governance of the relationship between the two.
How we work
Request a session
Fill in the consultation request form.
Needs study
Analyzing the business's needs and defining the scope.
Diagnosis
Assessing the current situation with a quantitative methodology.
Recommendations
An action plan with practical recommendations.
Evaluation and follow-up
Following up on implementation and measuring impact.
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