Advice to owners and investors
Planning
Probate and Tax Optimization
The pressure on taxes on individuals and companies can exceed, in some cases as in Spain, up to 50% of the benefits, so its planning is key to not undermining the heritage.
Likewise, the transfer of assets "mortis causa” can be a real headache for the heirs and have a very significant tax impact on the legacy.
Takeover and Retirement
Planning for the Succession in the Company and the Owner's Retirement
There are two key decisions for the business owner: should he plan to continue it, or should he sell it?
And the second decision is: When he leaves the company, how should he manage his assets?
Partners and Conciliations
Preparation of the Partners' Agreement and Conflict Resolution
Many companies are owned by two or more partners. At the founding moment, it is important to clarify what their expectations are and what the rules of the game will be in their coexistence.
If a partner's agreement has not been carried out or if the one that exists is considered detrimental to the interests of one of them, it is necessary to approach the negotiation of an agreement constructively.
Investment and Global Wealth
Analysis of Investment Opportunities and Valuation of Global Heritage
Investment assets are of many types: shares of unlisted companies, real estate, crypto assets, investment funds…
The best is to choose diversification, but this must be done based on the psychographic aspects (their preferences) of the holder and somewhat more objective aspects. (age, children, partner…). Configuring a map where one is, a map where one wants to arrive, and the path between the two maps, is essential in strategic estate planning.
Family Protocol
Preparation of the Family Protocol and Incorporation Plans
The elaboration of the Family Protocol and the Incorporation Plans are vitally important instruments in the management and succession of family businesses.
These tools make it possible to establish professional and transparent management of the company, guarantee the continuity and sustainability of the business and strengthen the unity, values, and communication between the members of the business family.
Strategic advice for owners and shareholders is an essential tool for companies that want to improve their performance and maximize shareholder value.
By contracting a service of this type, companies obtain high-quality comprehensive advice that allows them to develop effective strategies and make informed and correct decisions in the long term.
Strategic Advice