top of page

SUCCESSION PLANNING

" Ensuring Continuity and Sustainability in Family Businesses "

Topics

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.

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.

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.

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.

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.

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.

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.

bottom of page