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Your Business. Your Family. Your Legacy.
We help you preserve what you have built and ensure that the next generation nurtures it further.

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NOSOTROS

U.S

ABOUT US

We guide enterprising families in maintaining a balance within the family and between the family and the family business. We believe that solid corporate governance is even more powerful when it is accompanied by family governance that reflects the unique dynamics of the family. Our experience has shown that families with a strong government system have a higher success rate in their intergenerational transition. We emphasize the preparation of the next generations as responsible shareholders and leaders to perpetuate the family legacy. Our research on Canadian, US, Latin American, and European families confirmed that philanthropy is an essential activity through which members of the next generations develop a strong commitment to family values.

For a successful intergenerational transition, not only the next generation needs to be prepared but also the current generation. 

Patrik Hayoz, TEP member
Founding Partner
 

Puente en el bosque
NUESTROS SERVICIOS

OUR SERVICES

Family Governance

Succession & Transition

Corporate Governance

Philanthropy

Family Office
  Creation & Professionalization

Conflict Resolution

Education

family legacy, family business, family wealth, succession transition, next generation, preserve legacy

mediator, conflict resolution, family harmony, family protocol, family council, family assembly, family governance, corporate governance, family office, wealth advisory training, independent external directors

Image by Fabrizio Chiagano
CONTÁCTANOS
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