Case studies

Planning & Facilitation of a Two-Day Family Business Seminar

This client case highlights the planning and facilitation of a two-day family business seminar, aimed at preparing for intergenerational succession within a family composed of multiple siblings.

Sector

Industry: Manufacturing and sales of equipment for businesses and individuals

Size

Large publicly traded company
Dashboard mockup

Visconti's solution

The objective of this seminar was to prepare for the transition from one generation (several siblings) to their children. To achieve this, we developed a solution focused on three key areas:

  1. New governance structure
    • Emphasized leadership within the family and the role of each member.
    • Explored strategies to strengthen family governance and ensure a smooth transition.
  2. Creation of a family association & philanthropic organization
    • Guided the family in establishing a formal family association to maintain strong ties and support shared objectives.
    • Explored the creation of a philanthropic organization to promote meaningful charitable initiatives.
  3. Company history & key lessons learned
    • Analyzed the family business’s history, highlighting both successes and challenges.
    • Identified key takeaways to guide the next generation in sustaining and evolving the business.

Results

The implementation of these solutions led to significant results:

  1. Appointment of a new Supervisory Board to oversee governance and strategic direction.
  2. Establishment of a Family Association to formalize family ties and shared values.
  3. Creation of a Philanthropic Organization to support meaningful charitable initiatives.
  4. Definition of roles and responsibilities for each child, ensuring a structured and smooth generational transition.

"The initial proposal delivered tangible results, strengthening family structure, philanthropy, and business management, while ensuring a smooth generational transition."

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