Family Protocol:
Fostering harmony and securing your business legacy.
The Risks of a Missing Family Protocol
Without a family protocol, businesses face uncertainty, conflict, and mismanagement.
Challenges Without a Family Protocol
Blurring the Lines
Between Family and BusinessWithout established rules, emotions can influence decisions, affecting business outcomes.
Unclear Succession and Integration
Without clear guidelines, future generations may be excluded or create internal conflicts.
Preserving Family Identity and Values
A well-defined protocol safeguards your legacy and ensures the family’s core values continue to thrive within the business.

Family Protocols: Clear Guidelines for a Thriving Business
We harmonize family dynamics with business operations, creating agreements and commitments that strengthen both your family legacy and organizational sustainability.
Explore cases where family protocols strengthened both legacy and business.
Alignment of Long-Term Vision
We establish clear guidelines for decision-making and resolving conflicts, ensuring your family and business move forward together.
Defining Commitments and Agreements
We create mechanisms that enable smooth transitions between generations, protecting both legacy and growth.
Bringing the Family Protocol to Life
We empower family members to put the protocol into practice, ensuring it has real impact and strengthens family governance.
Secure Business Stability with a Family Protocol
Strengthening both organizational resilience and family harmony through clear agreements.
Stronger Alignment Between Family and Business
Ensuring every member understands their role and commitment.
Minimized Conflicts, Smarter Decisions
Clear rules foster smoother governance and better management.
Safeguarding Legacy and Values
Maintaining the company’s identity and values through generations.
Frequently Asked Questions
A family protocol is a framework that guides how family members interact with the business, setting clear rules and principles to ensure harmony and effective management.
It promotes family harmony, ensures business continuity, and prevents conflicts through clear rules on governance and decision-making.
It defines aspects such as succession, participation in the business, family values, and governance bodies, such as the family council.
It is recommended when the family seeks to professionalize management, prepare for succession, or establish agreements that strengthen the business’s sustainability.
It provides clarity on roles and responsibilities, strengthens family cohesion, and contributes to the company’s long-term stability and growth.

