Family Culture Building

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 Sustains Business Prosperity
At the heart of the Planning Process is Family Unity Building. 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 one day family visioning workshop to rediscover the family’s shared history, values and culture.

Ownership Succession Planning

In time Founders need to pass on ownership of the business. But these too are complex and sometimes lead to conflicts. Ownership Succession Planning address these existing or prospective conflicts through family communication, consensus-building and planning.

Prepare Keep wealth within the family by making the family united

Through the Ownership Succession Plan, you can preserve the success of the Family Enterprise and leave tangible legacy for your Family’s next generation.

Estate Planning

• Preparation Dialogue for Ownership Succession with Founders and Family Members
• Development of Right Ownership Structure / Model
• Preparation Dialogue for Ownership Succession with Founders and Family Members
• 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 and Protect
• Shares Of Stocks/Family Assets

Leadership Succession Planning

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 ensure that prosperity of the business is continued and the unity 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

Family Financial Planning

At the end of the day resources matter a lot. With Family Financial Planning, valuable assets are strategized to become effective tools to sustain the family business. Family Financial Planning provide the members of the family business with the best possible options to grow and thrive and thus create more resources and wealth.

Balancing the Needs of the Family & the Business
Through Family Financial Planning, you assure the good life of the family regardless of the business’ risks. And without hampering business capital.

• Personal Cash Management
• Risk Management Plan
• Education Plan
• Retirement Plan
• Investment Plan