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:
- 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.
- 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.
- 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.