From family business to Family Office, “The key to success.”

Family growth is natural, due to this, it is important that within a family business the interactions within the family are considered as a priority, especially when planning to expand or inherit the business to the following generations.

Considering that 60% of companies do not survive the second generation and 85% do not survive the third, it is necessary to document and approve policies and regulations that guide the interaction of the family with Society and at the same time the relationship between family members.

The incorporation of aFamily Office facilitates and regulates the relationship of family members inside and outside the company; Likewise, it defines the separation of family assets, that of the members and that of the Society.

In this conversation we will discuss the model ofFamily Office as a tool so that the company does not mix its resources and remains over time, also taking care of family harmony.

Topics to talk about:

1- What is a family office?

2. Asset management through a Family Office

• Family governance as the basis of heritage preservation for future generations.
• Features and benefits

3. Succession and structures

• Fiscal impact reduction strategies
• Trusts as an alternative to asset protection
• Family, business and property succession

4. Family Harmony and Philanthropy

• Importance of communication and conflict resolution
• Philanthropic activities as generators of harmony and family commitment.
• Education and leadership

5. Asset Allocation

• Investment portfolio diversification tips
• Definition of the role of the family office in the patrimonial aspect.