OUR VALUES & PURPOSE
✓ Family
✓ Communication
✓ Honesty
✓ Loyalty
✓ Commitment
✓ Friendship
Changes are inevitable
Both families and their members and organizations change and transform over time. Sooner or later we have to think about who is going to succeed us in the position we have, it's inevitable, that's why we have to prepare ourselves because it takes time. Our approach is based on evolution, always safeguarding the legacy that they have left us or the one that we intend to leave, understanding the realities of the present and the challenges that lie ahead for the future.
The whole family is our client
It is never just an individual or a generation. The perspectives and expectations of each individual are important, as well as their dreams for the future, all of these are pieces of the puzzle, which must be put together and harmonized. Our job is to analyze the different points of view, without prejudice and helping the whole family to visualize a common vision, to reach agreements where everyone is satisfied, always seeking the common good and not the individual.
There are no quick fixes
Building solid foundations for the future in companies and related families requires commitment, dedication and time from everyone. We like to have deep relationships that span time with the families we work with. Most of the projects in which we are involved last one or two years, and after finishing we continue to be very close to them.
Each family and company are unique
However, we apply the lessons we have learned over the years working with many families, to each specific new situation. Our analyzes are individual and there are no standard solutions, each project is a tailor-made suit that is put together in the process, although we always have a master plan that is proposed at the beginning of each project. However, as we work with people's feelings, desires and dreams, these have to be adapted until a future plan is built that integrates them all.
Family businesses are complex systems
The decisions made in this area have good or bad consequences for everyone, so for family businesses to become business families takes a lot of dedication and time, structures are a great ally, they already allow a framework of action and reference Therefore, achieving the institutionalization of both the company and the family is of vital importance. We have methodologies that allow us to take families by the hand in these processes.
WHAT DO WE OFFER AS SOLUTIONS?
PLANNING FOR A SUCCESSFUL SUCCESSION
Choosing the next leadership of the family business has never been more important or more difficult. Family businesses today face the daunting challenge of changing leaders at a time of rapid technological change and increased competitive pressures from globalization. Our goal at FBSG is to help succession transitions be successful in the long term because they respond to the deepest aspirations of continuity, both for their companies and their families.
PROPERTY PLANNING
The transfer of ownership interests is generally the most significant and challenging task in the continuation of the family business. Many entrepreneurial families spend significant time and resources creating shareholder agreements, estate plans, and tax strategies to protect wealth and preserve family harmony for the future. However, legal structures alone cannot ensure successful continuity without additional planning.
Governance is the main focus of our work, give you the framework for desiiotn making. While a strong board of directors may be necessary for running a complex family business, it is only one aspect of governance design. A well-functioning governance system includes all the structures, policies and processes that foster trust among key stakeholders - family, shareholders, board and senior management - and provide effective decision-making for the benefit of the business and Their owners.
Design of Governance structures, processes and policies
DeFINING LEADERSHIP AMONG GENERATIONS
The success of any family business depends more on the quality of its leaders. In particular, the success of any generational transition is tied to the ability of leaders from both the senior and junior generations to work together to lead the transition effectively. Our Leadership Development services are designed to strengthen this critical component of family businesses, and our work involves both family and non-family leaders.
DESIGN AND IMPLEMENTATION OF THE BOARD OF DIRECTORS
Family-controlled businesses, whether private or public, have always struggled with the board's design and process. There are few resources specifically aimed at the particular dilemmas of directors in family businesses: appropriate representation of concentrated ownership, clarification of roles of family and independent directors, oversight of family and non-family senior executives, family/independent board group process and succession plan.
Many of our client families have decided to formalize a Family Office to serve the financial and professional needs of family members. We focus on helping families with decisions about structure, staffing, governing boards, leadership and trustee succession, engagement models across generations and family branches, financing, professional staffing, guiding values, risk assessment and service menu. family services.
DESIGN AND IMPLEMENTATION OF A FAMILY OFFICE
Definition of values, mission and family vision, aligned to the company
Defining the values and helping the families address their mission and vision will give them the guide to define a share pathway to the future as a family
FAMILY COUNCIL
We guide families to start or reorganize the importance of having a Family Council to make decisions, turning this body into the forum par excellence to define the family strategy to manage their assets, adapting it to the particularities of each family group and directing possible conflicts as learning processes.
EDUCATIONAL PROGRAMS
We offers a variety of workshops, seminars, and presentations for family businesses, universities, and professional groups. Programs range from a keynote address to a half-day or multi-day workshop to a full course. Each program is tailored to the particular needs of the sponsoring group or institution. All of our programs combine an overview of the current state of thinking and current research with audience participation and can be tailored for virtually any meeting size or location.
HOW DO WE APPROACH THE CHALLENGES?
FAMILY
All families are unique, though they also share many common characteristics, challenges and opportunities. Family members typically align around their core values and an emotional connection to a common entrepreneurial legacy. Their activities are often focused around connection engagement, education and impact and governed to make decisions in a Family Council.
BUSINESS
Enterprise families often oversee a range of activities including operational companies and investment portfolios. Long-term planning across complex entities requires strategic alignment, effective leadership, clear guidelines for family involvement, and effective communication with a board array of stakeholders. These initiatives are typically governed by top executives in collaboration with a Board and Family Council.
DESIGN
A commitment to continuity requires a clear and energizing vision for future ownership along with the structures, policies and processes and leadership to achieve it. These activities are typically governed by a network of Boards and committees that ensure the shared vision of the owners is aligned with business strategy and family values. These values often include important messages to family owners about stewarding wealth responsibility, and opportunities to achieve important social change and leave a family legacy via Family Philanthropy.