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Family Business
Fornell Assessors provides comprehensive family business advisory services, with specialist support at every stage of the family business journey.
Family business experts
Need an adviser? Contact us and we will help you.
The family business team at Fornell Assessors supports business owning families in organising, sustaining and making decisions about their family business.
In a family business, decisions affect the company, the family, assets, shareholders and future generations. This makes forward planning, dialogue and a clear structure essential.
We help organise matters such as generational succession, the relationship between family and business, shareholder agreements, asset protection and the continuity of the business.
Related services
Generational transition
We support succession processes so the transition between generations is orderly, well considered and preserves continuity. It is more than a matter of…
Family governance protocol
We help establish rules, principles and decision making forums between the family, ownership and business. The family governance protocol is a tool…
Business succession
We plan succession so the business does not face a critical change without structure or preparation. Well planned succession…
Asset ownership structure
We review how ownership and business related assets are organised to identify risks, inefficiencies or structural gaps…
Family taxation
We advise on decisions with tax implications for the family, assets and ownership. The focus is on organising transfers…
How can we help you
Contact us to learn more about the scope of our services and find the solution best suited to your needs.
F.A.Q.
Here we answer questions on a range of family business matters. If you have any further questions, please contact us.
What is family business advisory
It supports business owning families in organising the relationship between the family, the business, ownership and business continuity.
When should we start planning generational succession
The earlier, the better. Planning ahead helps avoid improvisation, disputes and rushed decisions when the time for change arrives.
Can you help when there are disputes between shareholders or family members
Yes. We support the process in a structured way, helping bring business, corporate, tax and family matters to the table.
Why is it important to coordinate taxation corporate matters and assets
Because succession and family business continuity can affect taxes, companies, inheritances, shareholdings and personal assets.
What is a family governance protocol
It is a document recording agreements on how the family operates, the involvement of new generations, decision making and business continuity.