YOUR FAMILY BUSINESS

ORGANIZE YOUR FINANCIAL LEGACY

FINANCIAL SUCCESSION FOR FAMILY BUSINESSES

The family business has a charm and magic among family members who are interested in moving the entire company forward, but there is also pain while it is being built. The experience can be rewarding but also unexpected, as the company matures, the rights and expectations of the family clan press the common thread that allowed them to grow, breaking it little by little. If you find yourself in the middle of a similar situation we can help you.

STAGED DECISIONS?

STRATEGIC DIAGNOSIS

The family strategic plan ™ organizes, structures and provides information to family members related to the current and future financial situation of the company, the rules of conduct and applicable regulations linking financial, legal and emotional capital.
MAKE A DIAGNOSIS

FAMILY CONFLICT?

POLICY MANUAL

We facilitate and contribute to the Family Clan for the creation of the Policy Manual, which is a code of conduct with expectations and consequences designed with the values, responsibilities and rules of the stakeholders so that decision-making does not destroy the legacy.
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HERITAGE DISORDER?

VIRTUAL FAMILY OFFICE

We offer structure and to train the family office members. As a result of years of world class experiences that combined with client-centered methodologies we can help effectively to separate the family business or the family business from the family.
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ORGANIZATIONS

EDUCATIONAL PROGRAM
FOR FAMILY BUSINESS

ROM ™ ️ is specially designed on pillars to empower and strengthen the human and financial capital of each family member. Without these pillars, the family business has a high risk of not surviving, entering into conflict or going into debt for disproportionate objectives, values ​​and expectations.
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For very complicated whatever your situation, leave Your Financial Legacy Familiar is possible

OUR TEAM

OUR FINANCIAL AND LEGAL EXPERTS CAN HELP YOUR FAMILY BUSINESS CHALLENGES
Family Finances Governance Director
Elaine
King
Leadership and Coaching director
Suzie
Hise
Policy and Legal Director
Vanessa
Vásquez

SUCCESS STORIES

  • Elaine helped me learn to manage my finances by staying focused, it was a great relief! Her guidance, talent and support were great gifts for my family.


    ANDREA JIMENEZ

  • I am very satisfied with all the tips and resources that he taught me to improve my finances. The final work was done with great care and dedication, as I want the family business to evolve to the next level.


    SARA RODRIGUEZ

  • I love the teacher, she is a woman who inspires, who has knowledge, who contributes it and wants to help people. He gave me a lot of confidence and support, his wisdom and professionalism is incredible. I admire her very much!


    JUAN DIEGO AGUIRRE GÓMEZ

  • Her deep financial acumen sorts through reams of complex data efficiently and effectively enabling her to propose viable alternatives to achieving your goals


    BARBARA V.

    Fashion Designer
  • Thanks to this rich information I will have the privilege of saving time and money in the future. If we could all apply the lessons in the book, we will have a better world


    FRANCISCO R

  • I loved it, Elaine is the best to explain, and I love all the resources, I am grateful because in addition to imparting knowledge, she shares it, also giving her experiences


    LUIS BELTRÁN

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