succession management solutions in order to allow an effective and fluid transition in the company's leadership, preserving over time the continuity of the del business, the corporate and family assets and the capital of experience the founders have tenaciously built.
Through its proven methodologies and experienced professionals, HELVIA is able to identify and weigh the personal, family, business, asset, legal and fiscal variables involved in these delicate generational transitions. HELVIA's Wealth Planning solutions effectively protect assets (whether they circulate or remain) and are fisically and financially optimized. They are consistent with legal and corporate governance structures of the Family Business and with its Key Values.
The evaluation of both exogenous and endogenous variables of the Business-Family-Estate system leads the fiduciary experts of HELVIA to identify the optimal solution for the benefit of their clients, which may incorporate one or more of the following institutions: trusts or family holdings, domestic or foreign foundations, family agreements, donations, insurance policies, deeds of assignment, patrimonial funds, trust companies, family offices, etc.
HELVIA's fiduciary experts are also active as Change Advisors within Family Councils to address and resolve, with a meeting calendar, a daily agenda, the rules of conduct, a written record of decisions made and sometimes a Family Convention, the burning issues that characterize the Entrepreneurial Families.
In addition to HELVIA Fiduciaire's professional services, the consultants of HELVIA Partners and HELVIA Executive have developed the Pro Family-Business Planner® methodology which makes it possible to identify on the corporate side, the strategic objectives and the expected challenges for the business, and on the personal side, the motivations and skills of the designated successors (leadership, managerial, socio-empathetic and cognitive character) in order to draw up a succession plan for the company that is sustainable and up-to-date.
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