Business Consulting

Advisory and technical support during crucial moments of transformation, growth, or restructuring. We operate with a multidisciplinary perspective, supporting decision-making in key areas such as:

• Strategic planning and expansion
• Corporate and tax restructuring
• Business valuation
• Corporate governance and capital structure

Our approach is analytical, customized, and results-oriented, always focused on preserving and perpetuating business value and its role within the family’s wealth ecosystem.

Professionalization of Family Businesses

Comprehensive support in transitioning family enterprises toward more professionalized management models, without losing the family’s identity.

• Implementation of corporate governance
• Separation between ownership and management
• Succession planning and family protocols
• Training and development of heirs

We help align intergenerational interests, preparing the business for new cycles of growth and longevity.

Real Estate Asset Management

Real estate holdings demand organization, efficiency, and strategic vision.

We provide diagnosis, structuring, and value enhancement of property portfolios — including support in management, leasing, divestment, exchanges, and fund structuring when appropriate.

Our goal is to transform real estate into strategic assets aligned with liquidity, profitability, and legacy preservation.

Concierge, Special Services, and Client Support

A dedicated structure to handle complex, urgent, or non-standard demands. We assist families and entrepreneurs with discretion, agility, and proactivity in areas such as:

• Executive and administrative support in transactions
• Coordination of legal, accounting, and financial teams
• Tailored solutions for specific asset or corporate matters
• Continuous service focused on efficiency and client experience