Corporate Successions

Periods of stock and management succession are crucial in the lives of family firms. Over the past 15 years the partners at SFA have developed useful experience on this type of transitions. SFA can advise all parties on the renge of options available to them. These may include hiring staff outside the family, establishing controlled trusts, partial sales and restructuring of family assets. Our advice has allowed many such firms to maintain family harmony and preserve their legacy for future generations.

The value generated by the company over time is at risk without proper planning that allows all family members involved –as well as the managers- to optimize their returns as a function of their priorities. Due to their ad hoc nature, in these cases the creativity and experience of the financial advisors are paramount. In SFA’s long experience in the matter, no two cases have ever been the same.