Family business succession and governance services
Everything starts with an assessment. It tells us which services your company needs, and in what order.
360° Assessment
A paid, standalone review of family, ownership, management, finance and governance. You receive a maturity report, prioritized gaps, the governance decisions to make first and a 12-month roadmap.
Family constitution and succession
- Family constitution: values, entry rules, pay, dividends and conflict resolution.
- Family council and its relationship with the board.
- Succession plan: candidates, criteria, preparation and dates.
- Shareholder agreements among siblings and relatives.
Corporate governance
- A board with defined members and rules.
- Authority matrix: who approves what, and up to what amount.
- Indicators, budget and financial controls tied to decisions.
- Readiness to value the business, sell a stake or take investment.
Guatemala–Florida corridor
- Governance rules for your Florida LLC before you sign.
- How the Guatemalan company and the U.S. operation relate.
- Coordination with licensed Florida attorneys and CPAs.
AI applied to company governance
For the company already using AI without rules, or that wants to decide with better data.
- AI use policy: which tools, which data and who approves.
- Risk review: customer information, financial data and intellectual property.
- AI-assisted data analysis within the assessment and control reviews.
- Pilot of a monthly decision dashboard, for example for inventory and profitability.
We do not provide U.S. legal or tax advice; we coordinate it with licensed partners. Questions first? Read our family business FAQ for Florida.
Not sure where to start?
A 30-minute conversation is enough to know whether the assessment is the right first step.