SUCCESSION PLANNING
" Ensuring Continuity and Sustainability in Family Businesses "
Topics
1. Importance of Succession Planning for Family Business Continuity:
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Benefits of early and strategic succession planning.
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Risks of not having a clear succession plan.
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Cases of success and failure in family businesses due to planning or lack thereof.
2. Family Governance in Estate Planning:
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The role of the family council and protocols in succession.
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Creation of governance structures that guarantee generational continuity.
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How to involve the family in making strategic decisions for succession.
3. Generational Transition: Development and Preparation of the Next Generation.
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Identification and development of future family leaders.
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Strategies for training and mentoring the new generation.
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How to integrate the next generation without conflicts and maintaining family unity.
4. Legal and Fiscal Aspects in Estate Planning:
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Legal and fiscal framework that affects succession in family businesses.
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Tax optimization and strategies to avoid legal disputes.
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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:
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Mechanisms to protect family assets during the succession process.
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Diversification and structures to minimize financial and operational risks.
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Use of trusts, holding companies and other vehicles for the protection of assets.
6. Conflict Management and Family Dynamics in Succession:
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How to prevent and resolve conflicts between family members.
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Mediation and facilitation techniques to ensure a harmonious transition.
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Impact of emotions and family dynamics on the succession process.
7. Sustainability and Family Legacy: Maintain the Long-Term Vision and Values.
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The importance of preserving the mission and family values in the business.
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Creating a lasting legacy through succession.
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Business sustainability initiatives that align the family and the business with the future.