It is well known that many local companies—whether large, medium-sized, or micro-businesses—are family-owned, and their owners often face concerns about the challenges that arise during generational succession. For clients with these concerns, our firm offers multidisciplinary services aimed at reaching agreements and developing family protocols. These protocols are agreements signed by family members that define the guiding principles of the company’s culture, its management system, and the way in which the family will relate to the business and oversee the administration of the assets invested in it. Their purpose is to ensure the continuity of the company and maintain family control within an environment of harmony and consensus, thereby supporting a successful succession process.

Our attorneys can assist clients with this and other succession or probate matters, including the processing of Declarations of Heirs, among others. Contact us to learn more about our services.