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Family Businesses

Driven by Knowledge.

The universe of family businesses requires a unique, comprehensive and personalised approach capable of providing practical and concrete solutions that are adapted to the complex reality that underlies each of these companies.

The (re)structuring of a family business requires a careful and rigorous analysis of the various aspects of its assets, which are necessarily conditioned by the underlying personal relationships.

The advice provided to these companies includes not only the provision of tax and corporate advisory services to these companies during the first phase of their life - including planning, structuring and incorporation - but also - and above all - advice provided during a later phase, namely in the context of their restructuring, in accordance with the objectives pursued by them at any given time.

SÉRVULO has vast and consolidated experience in the advice it provides not only to private clients through its Private Clients & Wealth Management service, but also to families and businesses, relying on a multidisciplinary team capable of responding to the unique needs of family businesses, as well as to the various issues that may arise in the different areas invoked by this sector - corporate, tax and real estate.

Amongst the various services provided by SÉRVULO, the following stand out:

  • Structuring of family estates, as well as their restructuring
  • Structuring of investments and disinvestments in family businesses / groups of family businesses
  • The generational and succession planning of individuals and their assets, in the various forms in which they are organised
  • The determination of family governance rules, with the drafting of family and/or other agreements / protocols
  • The necessary tax advice in each of the areas mentioned