• Family Enterprise Strategic Planning
  Align family and business visions to ensure strategic coherence. We guide planning processes that connect purpose, performance, and continuity—clarifying long-term goals and building a shared future across generations.

• Enterprise Valuation, Innovation & Diversification
  Help family enterprises assess their current value and explore new growth paths. Whether planning for succession, sale, or reinvestment, we identify innovation and diversification strategies to stay relevant and resilient.

• Family Governance Design
  Define shared values, roles, and decision-making processes to foster alignment and avoid conflict.

• Succession & Leadership Planning
  Prepare the next generation while honoring the contributions of founders and current leaders.

• Family Constitution & Protocols
  Create documents that reflect your family's philosophy and establish rules for ownership, participation, and communication.

• Conflict Prevention & Resolution
  Facilitate difficult conversations around roles, money, leadership, and legacy with skill and neutrality.

• Family Council, Shareholder & Board of Directors Meetings
  Design and support family meetings that are structured, purposeful, and emotionally intelligent.

• Post-Merger / Ownership Transition Support
  Navigate integration, governance realignment, and culture shifts after major transitions.

• Business-owning families preparing for generational transition

Whether you're in your first, second, or third generation, we help you clarify roles, align expectations, and design a smooth leadership and ownership handover—minimizing risks to both relationships and enterprise value.

• Founders seeking to professionalize and preserve their legacy

For entrepreneurial leaders who have built successful companies and want to secure their family's future, we offer structured, human-centered guidance to formalize governance, coach next-gen leaders, and prepare for sustainable succession.

• Next-generation family members navigating identity and responsibility

We support emerging leaders who are stepping into new roles, finding their voice, or exploring how to contribute meaningfully—within the business, in governance, or as stewards of the family’s mission and capital.

• Families in conflict or under strain

When communication breaks down, decisions stall, or trust is eroded, we provide neutral facilitation and practical frameworks to restore alignment, reduce tension, and rebuild shared purpose.

• Multi-branch or multi-geography family enterprises

For families with members spread across regions—or whose business footprint spans borders—we help establish inclusive governance structures, effective communication systems, and decision-making models that respect cultural and generational diversity.

• Shareholders and inheriting owners who are not active in the business

We help clarify rights and responsibilities, educate passive owners, and support the development of ownership policies that balance liquidity, loyalty, and long-term stewardship.

• Advisors or institutions seeking to better serve family enterprise clients

We partner with banks, legal firms, and professional service providers to deepen their understanding of family enterprise dynamics and co-deliver value to their clients.

Family enterprises are the backbone of most economies—and often the most emotionally complex organizations in the world. They combine identity, legacy, relationships, and capital into a single system where personal and professional decisions are deeply intertwined.

Yet even the most successful families face hidden risks:

• Unspoken expectations that lead to conflict

• Undefined roles that create power struggles

• Lack of succession planning that destabilizes continuity

• Generational disconnects that erode trust and purpose

• Absence of governance that leaves ownership and decision-making vulnerable
  
  

Research shows that most family businesses don’t fail because of market competition or technical errors—they fail because of internal misalignment and lack of preparation for transition.

The consequences can be profound:
Broken relationships. Lost wealth. Abandoned dreams. Reputational damage.
But with the right structure, education, and facilitation, families can write a different story.

Our work helps families shift from:

• Silence → to Structured Dialogue

• Assumptions → to Agreements

• Individual Control → to Shared Leadership

• Legacy Tension → to Legacy Stewardship
  
  

Family enterprise advisory matters because your business isn’t just a source of income—it’s a vessel for your values, your story, and your impact on future generations.

We help families not only protect what they’ve built—but design what comes next, with clarity, unity, and purpose.

Helping future leaders develop clarity, confidence, and capacity to inherit—not just wealth, but responsibility.

• Legacy & Leadership Labs
  Multi-session intensives for next-generation members exploring their personal identity, family role, and entrepreneurial potential.

• Governance & Ownership Readiness Programs
  Education on boards, voting rights, dividend policies, and the responsibilities of active or silent owners.

• Family Learning Journeys
  Custom family retreats or learning plans focused on values, purpose, and preparing for generational transition.

• Cross-Border Immersions
  Bilingual, binational programs to help rising leaders gain exposure to global business, governance, and trade realities (Canada ↔ Ecuador).

• One-on-One Coaching & Mentorship
  Personalized guidance for next-gen members navigating succession, career design, or family dynamics.

Supporting the professionals who serve family businesses with the tools and insights to become trusted long-term partners.

• Family Business Literacy for Private Banking Teams
  Equip relationship managers and commercial teams to understand the psychology, risks, and opportunities of advising business-owning families.

• Compliance & Continuity Workshops
  Build awareness of hidden risks (e.g., succession failures, family conflict, governance gaps) that affect credit, continuity, and loyalty.

• Advisory Certification Tracks
  Create or co-develop institution-branded training programs based on FEA, STEP, or similar global standards—adapted to Latin American context.

• Train-the-Trainer Programs
  Enable internal HR or advisory teams to cascade family enterprise education within their organizations or client networks.

• University & Trade Partnerships
  Collaborate with educational institutions to offer certified programs, exchange modules, or research-based advisory tools.

For Families

• Families that invest in governance and education are 2–3 times more likely to succeed across generations.
  But most succession plans fail not because of strategy—but because the next generation wasn’t prepared.

• Education is your most enduring asset. Whether you're a family business leader planning for the future, a young successor seeking clarity, or an institution serving multi-generational clients—we help you turn that asset into action.

For banks and institutions, education is a strategic advantage.

• When your advisors understand the dynamics of family enterprises, they become more than service providers—they become trusted partners. By investing in the education of your private banking, commercial, and relationship management teams, you equip them to anticipate client needs, navigate sensitive transitions, and strengthen long-term loyalty.

• Institutions that train their people to serve multi-generational families with empathy and insight gain a lasting edge in relationship-based markets.