Family Protocol
Importance and benefits
It is a set of rules and guidelines that regulate the management and succession of a family business, to ensure the governance and sustainability of the family business for future generations
Creating a family protocol and institutionalization are essential to mitigate internal conflicts and ensure a smooth leadership transition
Management professionalization
The preservation of family assets and clarity in roles and responsibilities
Leads to greater operational efficiency and consolidation of the company’s long-term vision
Scope
Diagnostics and recommendations
Design and development of family protocols
Implementation of family protocol policies and processes
Strategic plans, execution and measurement processes

Services
Companies with good corporate governance tend to have higher profitability than those that do not. This is because they are more efficient and effective in managing their resources.
Want to know more about us?
Corporate Governance
Ensures efficient and responsible management, strengthening the confidence of shareholders in the conduct of the business.
ESG Corporate Sustainability
Corporate sustainability or ESG focuses on positively impacting the environment, society and internal management, being essential to create long-term sustainable value.
Company valuation
Determine the fair and objective value of a business using advanced financial methods, market analysis and operational evaluations
Corporate Assurance
Verification and validation of legal documents carried out by expert professionals to review the degree of legal coverage of a business in progress
Financial Advisory
Improves the organization's ability to adapt to a constantly changing economic environment