We advise business families on participation rules, decision-making and generational continuity. We coordinate family protocols, shareholder arrangements and governing bodies to distinguish family, ownership and management.
We define participation, information and decision-making arrangements for the family business. We review how the family protocol, shareholder agreements and existing corporate documents should work together.
Scope
Scope of our advice
We develop family agreements and governance arrangements with practical rules for participation, succession and the resolution of differences.
Review of the relationships between family, ownership and management.
Design of protocols and policies on participation, information and succession.
Coordination of the protocol with corporate agreements and wealth documents.
Definition of decision-making forums and mechanisms for addressing differences.
When we add value
Shared rules create space for difficult conversations.
01
When bringing in a new generation
We define preparation, participation and access to information before transferring responsibility.
02
When separating family, ownership and management
We clarify which decisions belong to each sphere and how they communicate with one another.
03
When sensitive differences arise
We create mechanisms for dialogue and escalation that protect relationships without postponing decisions.
Questions about the service
Must we wait for a generational transition to establish rules?
No. Family members joining the business, new investments or disagreements over decisions can justify starting before a succession.
Does a family protocol replace shareholder agreements?
Not necessarily. They should be coordinated, and each commitment requires assessment of the appropriate instrument and its legal scope. A protocol alone does not replace all corporate documents.
