Decisions affecting significant holdings

Composite scenario

When an efficient solution reduces the family's control

An efficient financial solution can reduce the family's control over the holdings. How an independent judgment changes the quality of the decision.

Composite scenario

Different objectives, common holdings: building a governable structure

Three possible directions starting from shared holdings.

Composite scenario

Family holdings and the business: separating functions before deciding

Two related functions of the holdings, to be made legible.

Composite scenario

The decision comes before the proposal

A proposal on a single space produces effects across the whole system.

Intergenerational transfer and succession of real estate holdings

Before dividing or passing on real estate, an independent judgment on the whole, while the person who built it can still explain it.

Sell, hold or repurpose: three scenarios to be made comparable

Each alternative changes capital, control and future possibilities in a different way.

The cost of delay in real estate holdings

Time changes the holdings even when the decision stays open.

When each adviser sees their part clearly, but the holdings still lack direction

Different skills gain strength when they converge in a common framework.