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Family business management and continuity

In a family business, continuity also depends on how responsibilities are assigned and decisions are made. Work may focus on governance structures, the transition of roles and the organisation of management information.

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Reviewing business information in a meeting; editorial photograph

Business consulting

Areas of work.

Each project begins with an assessment. The deliverables below are options for the project. We agree the scope with management based on the information, priorities and resources available.

Family business management and continuity

In a family business, continuity also depends on how responsibilities are assigned and decisions are made. Work may focus on governance structures, the transition of roles and the organisation of management information.

Discuss this service

Deliverables tailored to your project

  • A map of family, ownership and management roles
  • Agendas and operating rules for decision-making bodies
  • A plan for transferring management responsibilities
  • Management reporting for owners and leadership
  • A process for addressing disagreements and outstanding decisions

From assessment to follow-through.

A plan should clarify what needs to happen, who is responsible and how progress will be reviewed.

  1. Understand the business

    Define the challenge, review available information and identify constraints.

  2. Agree on priorities

    Set out deliverables, responsibilities and measures of progress in an action plan.

  3. Support implementation

    Review progress and outstanding decisions with management where implementation is included in the scope.

Corporate, contractual and regulatory documentation is handled by our legal practice. Systems and dashboards are scoped with Marín Ortega Tech. Valuations, financial audits and investment services require a specific professional scope.

Let’s discuss your matter.

Tell us about your business and the issue you need to address. Together, we will define the support you need.

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