Success Story – Family business achieved a generational policy and legacy structure

At Trusted Advisors our clients have different profiles and goals. This is the story of a family business that started with few resources and involved all family members until it became a successful enterprise. However, passing on the legacy from one generation to the next was not an easy task.

The children grew up and their perspectives on the business changed, they also did not know how to transfer the assets to their own children in order to continue the company founded by their grandparents.

Communication problems began to affect the family dynamic, there was a need to establish a clear policy. With Trusted Advisors, not only were misunderstandings between family members resolved, but also the business was consolidated and an investment plan was designed to effectively leverage resources in a unified manner.

The family’s most important assets were defined, including easy access to private investments, as well as a commensurate generational legacy policy. Today the company is more strategically profitable and is poised for a brighter future.

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