1. Importance of Succession Planning for Family Business Continuity:

• Benefits of early and strategic succession planning.

• Risks of not having a clear succession plan.

• Cases of success and failure in family businesses due to planning or lack thereof.

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2. Family Governance in Estate Planning:

• The role of the family council and protocols in succession.

• Creation of governance structures that guarantee generational continuity.

• How to involve the family in making strategic decisions for succession.

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3. Generational Transition: Development and Preparation of the Next Generation.

• Identification and development of future family leaders.

• Strategies for training and mentoring the new generation.

• How to integrate the next generation without conflicts and maintaining family unity.

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4. Legal and Fiscal Aspects in Estate Planning:

• Legal and fiscal framework that affects succession in family businesses.

• Tax optimization and strategies to avoid legal disputes.

• Legal tools, such as wills, trusts, and shareholder agreements, to ensure an orderly transition.

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5. Protection of Family Assets and the Company in the Long Term:

• Mechanisms to protect family assets during the succession process.

• Diversification and structures to minimize financial and operational risks.

• Use of trusts, holding companies and other vehicles for the protection of assets.

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6. Conflict Management and Family Dynamics in Succession:

• How to prevent and resolve conflicts between family members.

• Mediation and facilitation techniques to ensure a harmonious transition.

• Impact of emotions and family dynamics on the succession process.

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7. Sustainability and Family Legacy: Maintain the Long-Term Vision and Values.

• The importance of preserving the mission and family values ​​in the business.

• Creating a lasting legacy through succession.

• Business sustainability initiatives that align the family and the business with the future.