LEGACY OF LOVE

FEP is a planning process for families in business. It strengthens foremost the family culture, clarifies policies and directions.

FEP has four main processes:

At the heart of every family are complex dynamics that need to be processed. Family Culture Building bridges these gaps and allow for family members to go back and to return to the core - of family love.

Family Unity Building
Family unity sustains business prosperity. With Family Unity Building, you can pass on the family values and culture that makes the family succeed and set the mission, vision, and direction of the family.

Guided Discovery
Interviews with the family members to establish baselines of individual family members' concerns, hopes, and dreams.

Family Culture Building
Process a day family visioning workshop to rediscover the family's shared history, values, and culture.
In time, the founders will need to pass on ownership of the business. But these are complex and can sometimes lead to conflict. The Ownership Succession Planning addresses these existing or prospective conflicts through family communication, consensus-building, and planning.

Keep wealth within the family by making the family united

Through the Ownership Succession Planning, you can preserve the success of the Family Enterprise and leave a tangible legacy for your family's next generation.

Estate Planning

  • Preparation of dialogue for ownership succession with founders and family members.
  • Development of right ownership structure/model.
  • Organization of family assets and liabilities.
  • Estate Tax Planning
  • Family estate valuation system

Asset Protection

  • Family assets and ownership risks assessment.
  • Craft agreements to enforce policies.
  • Protect shares of stocks/family assets.
To perpetuate the family business, leadership in time needs to be passed on to the next generation. But how can this be done seamlessly? Leadership Succession Planning is a facilitation process where family members get to agree on leadership and as to how a smooth transition can take place.

Next Generation of Leaders to Succeed
Through Leadership Succession Planning, the family can ensure that prosperity of the business is continued and the unit of the family sustained.

Family Retreat
  • Process a family retreat to craft the family constitution.
  • Establish family governance structures.

Study and Recommend Best-suited Governance
  • Establish the Family Council.
  • Facilitate one BOD and/or Family Council Meeting

Retirement Planning of Founder
Establish the cadence of accountability and executions in the areas of family council, board of directors, & shareholders. Creating structures that will reinforce implementations of the family constitution & agreements necessary to champion growth within the family and business.

Establishing the cadence of accountability & executions towards growth
Building Effective Governance (BEG) leads the family towards growth and generational wealth by professionalizing governance structures.

BEG helps the stakeholders harmonize communications in the family council and reinforce culture of the family.

The BEG threshes out during the family council meeting the sensitive and objective issues or aspects of change such as marriage, sibling rivalry, biases, and/or entitlement in the family. It manages expectations and differences among family members and reinforce acceptance and understanding.

FREE GUIDE E-BOOK

The Lifetime Path to Professionalizing Ownership

Learn the importance of professionalization within the family system, ownership system, and business system. This ebook is a compilation of selected articles on professionalizing ownership.
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Family Unity Building is the foundation of any family we work with.

We gather the families together to truly express and identify their expectations, roles, and motivation of their business.

Dr. Corazon B. Cañete , M.D., RFC, DPCAM

Family Dynamics And Counselling Expert
Family Enterprise Planning