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FAMILY STRUCTURE

"Family Structuring as a Pillar of Success in the Family Business and the Family Office"

Topics

1. Family Governance Models​

  • Definition and establishment of government structures in the family.

  • Creation and operation of family councils and boards of directors.

  • Roles and responsibilities of family members in governance.

 

2. Family Protocol

  • Importance of a family protocol and its benefits.

  • Essential elements of an effective family protocol.

  • Process of development and implementation of a family protocol.

 

3. Succession Planning

  • Strategies for successful succession planning in the family business.

  • Identification and preparation of successors.

  • Tools to ensure a conflict-free leadership transition.

 

4. Communication and Conflict Resolution

  • Techniques to improve communication between family members.

  • Strategies for the effective resolution of family conflicts.

  • Role of mediation and external advice in conflict management.

 

5. Estate and Tax Planning

  • Estate planning strategies to protect family assets.

  • Fiscal and legal considerations in family structuring.

  • Use of trusts and other tools for wealth management.

6. Development and Training of the New Generations

  • Training and development programs for young family members.

  • Promotion of entrepreneurial spirit and responsibility in new generations.

  • Integration of new generations in the family business and in asset management.

 

7. Ethics and Family Values

  • Definition and promotion of family values ​​in the family structure.

  • How values ​​and ethics influence business and family decisions.

  • Strategies to maintain coherence and integrity in the business family.

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