FAMILY PROTOCOL
Comprehensive advice and management for Family Protocols
At IBERIANGEST SLP since 2010, we are specialists in the formalization of a Family Protocol that helps this process and we work very closely with you to achieve the best legal and tax planning.
Family businesses are of vital importance to the industrial and social fabric of Spain, and we must protect them so that they develop and consolidate over time. They have specific needs mainly related to the governance of the company, its management, ownership and succession.
Most SMEs in our country are family-owned, and succession is often a challenge. We have seen companies and two generations, in some cases almost three, and we know the problems and conflicts that can arise along the way. We have experience in inheritances of holding companies, among others.
In fact, our own company is a family-run business. We’ve seen businesses grow and evolve, and also others that have fallen by the wayside.
We help families organize their business and family assets, carrying out business restructuring operations and offering ongoing legal support to make the best decisions.
Planning succession at the right time, with external help and expert advice, contributes to the success and continuity of the business activity.
Main solutions
- Preparation of the Family Protocol, from which other fundamental tools are derived: Family Council, General Meeting of Partners and Board of Directors of the company.
- Mediation for the resolution of conflict in the family business.
- Corporate organization, governing bodies.
- Implementation of systems for regulatory compliance and good governance.
- Succession in the management and ownership of the family business.
- Shareholders' agreements and regulation of remuneration and performance functions.
- Taxation of family businesses. Efficient structures.
- Legal and tax analysis of investments.
- Legal and tax analysis of change of ownership transactions. Inheritance, donation, purchase and sale.
- Representation in inspection proceedings
- Implementation of the family office, as a service for the optimization and search for the greatest efficiency in the profitability of family assets.
- Family training, through the design of training programs.