Family structures


Efficient management of family structures requires a minimum level of administrative structures and control. In addition, it is essential to develop a framework defining the relationships between the members of the family group and which helps prevent any possible future conflicts. It is fundamental to know, within the family, who participates and how in the management of the estate.

Key factors include: determination of the way information should flow, specification of how to value shares should members separate, and evaluation of any aspects concerning succession.

At Private Investment Management we offer this service through our suppliers with the objective of defining a comprehensive wealth management strategy allowing the family’s estate to be preserved and increased over the long-term.

Family structures should be dynamic entities in continued evolution, changing in accordance with trends in its components: Company – Family – Property.

Advantages of this service:

  • Meet the comprehensive needs of businesses and families.
  • Optimise the structure of business and family wealth from a legal point of view.
  • Lead relationships with asset management groups.
  • Implement efficient risk controls.