We propose this new formula:
Exclusive
Global
Complete
Modular
Affordable
What is Corporate & Family?
It is an advisory service and comprehensive management for small and medium family business, aimed at both the company and the personal and family level, which aims to support you, with no need to replace those services instruments you already have, while complementing and completing, if they exist.
Corporate & Family is a global service that itself coordinates with other professionals without replacing them to optimize the small and medium family entrepreneur.
We introduce to you a high level service, both advisory and management aimed at coordinating the personal, family and corporate, for the small and medium family entrepreneur optimizes their professional work, without having to manage without the people now is supporting, but enhancing the content of the task.
Corporate & Family focuses on taxation, asset management, financial and juridical areas, without forgetting those other areas where small and medium-sized family company and the people who run them need support and protection.
This is our proposal.
A service of high added value.
Optimization of your professional activities with all your advisers. Focused on support to family entrepreneur in the way they manage taxation, legal, financial and asset management areas as well as in other fields where he needs support and protection.
This is a unique service in this country. We use the concept of corporate and family management of “family office” to apply it to small and medium-sized family entrepreneur.
The exclusivity that supposed having a “family office” to serve small and medium-sized family entrepreneur.
The reasons that make exclusive “Corporate & Family”, is using a concept used by large-sized company family entrepreneur to place in reach of the small or medium-sized family entrepreneur. We use the economies of scale that suppose for us having more than one family entrepreneur as customer, although we maintain the direct relationship and we establish trust relationship with every single one that allows you to receive the best service.
The concept of “family office”, as is explained before, is not of an investment vehicle, but of a management model that extends to the entire family interest and corporate in the environment of the family entrepreneur. Thanks to “Corporate & Family” this management concept is transferable to all small and medium-sized family entrepreneurs, without requiring them to be, still, shareholders of a large corporation.
The economies of scale that we start up, allow us serve better more customers in a relationship of trust and direct service as a “family office”, a management model of interest of family and corporate transferred to small and medium businesses.
This is a service that meets the needs of advising and management of businesses and families in all aspects and areas; it coordinates the company-family vision.
Counseling and overall management, business and family, from the point of view, also coordinated, of taxation, finance, legal, asset management and other family-business interests.
Another feature of Corporate & Family is the globality, the ability of the service to deal coordinately with the needs of the individual entrepreneur and his family with the company and in turn, ones of all parties with taxation, financial, legal and economic aspects as well as those derived from activity in general of family business.
We try so, that the small and medium-sized family entrepreneur finds himself covered in all the activities deriving from such condition. So when it’s released his team will be balanced in relation to competition, and in relation to the largest.
We intend to collaborate and thus enhance the competitiveness of small and medium family business.
We make that match of competition in the market be more balanced, by providing more competitiveness to Small and Medium family business.
We cover any event or situation with our professional team and, coordinating with professionals working for client or by combining solutions with specialized external teams.
A full service that puts our own professionals to coordinate them with ones of the small and medium-sized family entrepreneur with the goal of being highly specialized.
We do not reject collaborate with people that is already working for our client. If they are close to him it will be because they have earned his trust over time and our mission is not to make smaller the vision, but rather, make it more panoramic and exploit all synergies, and win in quality and coverage in service provided to our customer.
Also, as a result of this, we cover all cases or situations, we have ambition of totalizing, if we are unable to solve a problem, we know who is the best professional or we search him, within our philosophy, and we will offer to our customer how solve it.
The usual advisors along with our team complete themselves each other and generate synergies to achieve the highest levels of customer service and added value.
And if we cannot solve the problem, we will seek for the best professional and you do not have to waste time searching.
Although the service has an all-embracing and comprehensive spirit, customers can choose the services they prefer and scale according to their needs and availabilities.
Completeness has parts, and you must only use those that are really needed. Mutual understanding and trust let to go deeply into the relationship and knowledge of real needs.
One does not have to buy a package of services that are not needed, so our proposal is to adapt us to the client depending on their needs and provide the services that the customer really need, so that our proposal is to go deeply into mutual understanding and propose and receive the proposal about what is required of us. We do not have a preset package at a set price. We have multiple services of different types we provide to clients and we adapt them to him, his idiosyncrasy and his company’s, in order to ensure he receives the best service.
The advantage of attaching small services to the needs of the client is that the end result is a perfect adaptation to our customer and his satisfaction.
Provide multiple services in a deep and broad relationship, allows a better service and greater satisfaction.
We adapt to the difficult times faced by small and medium entrepreneurs because we are entrepreneurs too and also adapt our prices to our success in management.
Being affordable is the result of applying economies of scale to get better prices through long-term relationships, more profitable, even economically, at fair prices, causing greater satisfaction.
Our philosophy is that we cannot and we must not be expensive if the economy of scale works. Nor we want to give anything for free.
Furthermore we think that long term relationships are the most advantageous ones, even economically, so when we outline with the customer a long-term relationship, the customer has to benefit, even economically. So that we are also affordable, because we want to continue working long time with our customers and nobody has lasting business relationships with someone when he feels that the price is not right.
Another of our principles in this regard is we adapt to the times, where the fixed price is hard to defend if the customer is not completely satisfied. Therefore, we also apply a policy where the “success fee” or retribution under the result is the shaft. It’s always nice to pay according things resulted; more in times where cost control is essential and where it seems that winds blow against entrepreneurs.
There are no fixed prices and there is a “success fee” or success bonus
We represent and legally advise, revise trade agreements, organize your estate, negotiate hiring and firing, manage business development, advise the family organization, reclaim debts and negotiate them, planning taxation and help you save on it, negotiate with banks, suppliers and customers, generate ideas for growth and recession, business restructure, seek investment opportunities and trustful managers, we channel your investor interest, we help manage the wealth and family heritage,…
… If there is something you don’t find, please ask us for and we provide it to you (or we will get you to receive it)…
The service is complete because we put in it what we have and what we know, and what we can’t, we try to find the way to do it outside our firm, without complexes or shame. We are coordinated.
We, finally, pass to the part of content. We have divided our services into four main areas to which we add a fifth one that includes different added possibilities. The first is the tax area where we can start with the fiscal analysis of the customer and outline planning short and long of the different taxes, from there, of course we we’re able to fill any form of the Tax Authority, to help our clients before any tax incident, administrative record or inspection, and in turn, a process in economic-administrative tribunal or a proceeding against public administration in court. We understand it is as important planning the taxation of companies as planning the Estates tax or the income tax of every year.
The second area would be the legal area, since it can cover any facet of business activity, from the preparation and presentation of financial statements, review of contracts, recruitment, dismissal, preparation of commercial contracts any kind, recoveries of unpaid, representation before the authority, or to third parties, legal representation, court procedures, establishment of new businesses to the acquisition and merger of companies, bankruptcy proceedings, divisions or liquidations of companies, business succession or family protocols, including all related to companies with multiple shareholders, as well as evaluating the contributions by shareholders of unbalanced guaranties in companies or separation of partners in conflict, and between them a myriad of services that we can cover. In the family, we also provide our clients collaboration in probate matters, guardianship, family, and any other related consumer issues, home buying, property leases, personal problems arising from the conduct of minors…
The third is financial. From here we want to respond to business financing, with a careful study of the conditions and situation of the companies and their balance sheet and relationship of our clients and their families with financial institutions. We are also very interested in the way their personal and business projects are funded. The purchase of assets or new investment in facilities can coordinate with an overview about the investment in assets, whether corporate or family. And do not disregard the leisure elements. And finally, we can contribute to finding solutions to the Shareholder’s Equity of our clients.
At last, and before analyze last area, also we focus on our clients’ wealth. Monetize it, order it, balance it and increase it, is part of our concerns. It is important to enhance value of the heritage that one has available and concentrate on what I can obtain from it or how I can improve its usefulness or profitability.
Therefore, we are able to find the most suitable items and the most qualified professionals to meet our objectives.
The fifth goal is to find those items, services or solutions that, both our client as we, consider appropriate for the optimal development of our relationship, a relationship to gain advantages for our clients. If you need manage your insurances needs and making them cheaper, or hedge your risk better, you need to organize training for your employees or for your daughter or son or all of them in order to take the helm of the company, order the fleet of the company through renting, if you want to develop your role as “business angel” or want to set up a vehicle for financial or private equity investment. Any of these things that affects either to the day by day planning of family entrepreneur or its long-term planning, can be made by us as icing on the cake of the relationship with our customers.
We can sum it up in help and general protection, but we also want to add, after present times we are living, a focus more, we help small and medium family businesses to set a path, avoiding the bad experiences they have lived in recent times. We are the points of view that assist you with intent to avoid unpleasant situations we’ve all had to suffer and we are experiencing at the present time.
We have a team of professionals that covers basic service areas, corporate lawyers and family, tax experts and management and corporate governance, financial advisors and assets managers; we have experts we collaborate with, who we have selected under strict criteria of quality; and, also, we can collaborate with your experts, so that you obtain the best service under standards that only those which have high availability enjoy today.
We add the high quality of our expertise to your experts to create a multidisciplinary professional group but, above all, of “trustworthy people”, small family business, too, as you.
We have clustered a group of professionals with joint experience in tax, legal, financial and property issues. People who know the business world from the point of view of financial and management and who know the world of corporate and private banking; tax, business and family attorneys. And above all, we are trustworthy people, serious and professional people, young entrepreneurs eager to throw out this innovative project to support the world of small and medium-sized family business, which largely has pushed this country forward forever.
We also work with third parties, persons or companies with high reliability and quality, with the same goals as us.
We believe in our project and we are very motivated and excited launching it and collaborating in order to magnify, strengthen and protect other entrepreneurs.
We have a team of professionals that covers basic service areas, corporate lawyers and family, tax experts and management and corporate governance, financial advisors and assets managers; we have experts we collaborate with, who we have selected under strict criteria of quality; and, also, we can collaborate with your experts, so that you obtain the best service under standards that only those which have high availability enjoy today.
We add the high quality of our expertise to your experts to create a multidisciplinary professional group but, above all, of “trustworthy people”, small family business, too, as you.
We have clustered a group of professionals with joint experience in tax, legal, financial and property issues.
People who know the business world from the point of view of financial and management and who know the world of corporate and private banking; tax, business and family attorneys. And above all, we are trustworthy people, serious and professional people, young entrepreneurs eager to throw out this innovative project to support the world of small and medium-sized family business, which largely has pushed this country forward forever.
We also work with third parties, persons or companies with high reliability and quality, with the same goals as us.
We believe in our project and we are very motivated and excited launching it and collaborating in order to magnify, strengthen and protect other entrepreneurs.