TOPIC

 

Governance Before Inheritance: Is the Family Truly Prepared?

Focus:

• Family Protocols and Shareholder Agreements

• Professional Board of Directors vs. Family Board

• Role of Independent Directors

• How to Prevent Succession from Becoming a Conflict

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Key message: Succession doesn't begin when the founder retires; it begins 10–15 years earlier.

 

The Founder's Dilemma: Relinquishing Power Without Losing the Legacy

Focus:

• The Founder's Emotional Transition

• How to Separate Personal Identity from the Company

• Executive Chairmanship vs. Chairman of the Board

• Cases Where the Founder Continues to Generate Value as an Investor

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Especially relevant in Colombia, where many companies remain highly centralized in the first generation.

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Merit-Based Succession vs. Succession by Bloodline

Focus:

• Should the successor be a family member?

• Objective selection criteria

• Mandatory external experience

• Preparing the next generation as leaders and investors

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A key discussion for business families also structuring their Family Office.

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From Operating Business to Family Office: Redefining the Role of the Next Generation

Focus:

• Transition from entrepreneurs to investors

• Single Family Office structures

• Patient capital and wealth preservation

• Financial education for the next generation

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Highly aligned with a multigenerational investor audience.

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Estate Planning, Tax Planning, and International Structuring

Focus:

• Family Holdings and Corporate Structures

• Trusts and Investment Vehicles

• Tax Planning in Colombia and International Jurisdictions

• Risks of Not Planning (Litigation, Shareholder Fragmentation, Loss of Control)

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A Sensitive but Critical Issue for Expanding Regional Business Families.