Services

Governance & Sucession

Family Business Professionalization and Institutionalization

We support family businesses in designing and implementing formal structures that clearly separate family, ownership, and management, including roles, processes, KPIs, organizational structures, and control mechanisms.

Family Governance and Corporate Governance

We design and implement family councils, boards of directors, and committees, defining governance rules, authority, composition, and decision-making dynamics.

Family Protocols

We facilitate the development of family agreements that regulate the relationship between family and business, including entry and exit rules, succession, dividends, and conflict resolution.

Succession and Generational Transition Planning

We support succession processes from a comprehensive perspective, covering leadership, ownership, governance, and business continuity.

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Ownership and Wealth Structure Design (Mexico and International)

We provide strategic support in designing ownership and wealth structures that enhance continuity, control, and efficiency, coordinating with legal and tax advisors.

Strategic Support in Due
Diligence Processes

We support family shareholders during acquisitions, divestments, partnerships, or restructurings, adding a strategic, governance, and ownership perspective beyond technical due diligence.

Comprehensive Advisory for Business
Transitions

We provide ongoing support during complex transition processes, ensuring alignment between family, business, and ownership.