Firm Succession & Family Wealth Management

• Defining business and family values
• Setting up family business
• Structuring, protecting and managing family wealth
• Firm and family business structuring
• SWOT analysis
• Succession planning
• Intergenerational wealth and firm transfer
• Succession and your business partners
• HR management strategy
• Hiring professional management
• Management incentive schemes
• Monitoring, management and reporting structures
• Firm culture change
• Tax and legal planning
• Exiting business