Family Business

HELVIA FIDUCIAIRE's integrated Family Business services are managed in close collaboration with the professional staff of HELVIA PARTNERS ed HELVIA EXECUTIVE as well as trusted legal firms.

To ensure a seamless service to our Clients.

Simply because we believe that each designated successor has his or her own talents that must be carefully discovered and enhanced by our human resources experts. Just as we believe that the strategic challenges that characterize each company must be faced and overcome by the most appropriate leader with the greatest character, moral and professional qualities. In the same way, we believe that the process of entry, start-up and consolidation of the designated successors must be well planned and strictly supervised, in strict correspondence with the gradual legal and operational disengagement of the incumbents.

Not to mention the fundamental cohesion and harmony that must underpin the entrepreneurial efforts of a business family, as well as the positive and prosperous organizational climate that must reign in a successful business organization. And last, but not least, the effective and efficient transfer of ownership of the company capital, to be carried out with the appropriate formulas and methods, in compliance with the law and the criteria of economy of government of the family business and business families.

Here are some of the Family Business services:

• Legal and professional assistance to Family Councils
• Set-up and supervision of Corporate and Family Governance plans
• Legal and fiscal consultancy and assistance on inheritance and donations
• Establishment and management of family agreements, foundations, family trusts and real estate funds
• Planning and management of assets, financial, real estate, insurance and pension plans
• Planning and implementation of business successions and generational transitions
• Research, selection and assessment of potential successors
• Induction planning, training and coaching of designated successors
• Exit planning and coaching of incumbents
• Planning and management of capital ownership transfers
• Post-family governance planning
• Establishment of philanthropic and humanitarian foundations and associations
• Insurance and management of artistic and cultural assets