Diagnosis
Confidential interviews with partners, family members, and key
executives.
Document, asset, corporate, and business analysis.
Assessment of the main risks inherent to the continuity process.
Understanding of management practices affecting the effective
implementation of Governance.
Approval and Scheduling
Governance structures and administrative tools;
Development of human capital.
Formation of a shared vision for the future.
Scheduling of interventions based on the client’s needs and
availability.
Integrated Consultancy
Monitoring of implemented tools;
Oversight of human development (partners, family, executives);
Evaluation of the role and effectiveness of councils;
Assessment of counselors.
Anamnesis
Confidential interviews with partners, family members, and key executives.
Document, asset, corporate, and business analysis.
Assessment of the main risks inherent to the continuity process.
Understanding of management and governance practices that will impact the smooth operation of the business.
Approval and Scheduling
Presentation of the Current Governance Level, weighing what can be improved.
Governance structures and administrative tools;
Human capital;
Family Office
Risk Management;
New business opportunities;
ESG (Environmental, Social, and Governance);
Codes of Ethics and Conduct;
At a recent event with private equity fund managers, sector leaders indicated their willingness to pay significantly more for companies with high governance standards.