At Consultoria Bosch we support family businesses that want to anticipate conflicts, prepare for generational succession and properly structure ownership, management and business continuity. We work from an integrated legal, tax and corporate perspective. Because today’s decisions define the company you want to be tomorrow.
In many family businesses, trust and closeness have been the foundation of growth. But as the company evolves, so do the needs of the family, the partners and the new generations.
Anticipating change is the best form of protection. A good family protocol and a well-designed corporate structure make it possible to:
A family protocol is the agreement that regulates the relationships between family, ownership and company. It is not a standard document: it is a living tool, adapted to the reality of each company and each family. It may include criteria on the incorporation of family members into the business, the regime for transferring shares or equity interests, the functions of governing bodies, remuneration policy, the exit of partners and generational succession.
A good protocol must be clear, realistic and aligned with current regulations. But, above all, it must be applicable in day-to-day practice.
Beyond the protocol, many family businesses need to review or create the corporate structure that supports the business. A well-designed family holding makes it possible to:
At Consultoria Bosch we advise on the design, creation and review of corporate structures that are aligned with the objectives of each family business, taking into account their legal, tax and organisational implications.
Initial diagnosis of the family business
We analyse the starting point: corporate structure, ownership of shares or equity interests, internal organisation, relationship between partners, family situation and future objectives. The starting point for designing any solution.
Design and drafting of the family protocol
We prepare a document adapted to the reality of the company and the family, with clear criteria on governance, decision-making, incorporation of family members, transfer of shares or equity interests and conflict resolution mechanisms.
Shareholders’ agreements and complementary agreements
When necessary, the protocol is complemented with shareholders’ agreements, amendments to the articles of association or other commercial documents that strengthen its legal effectiveness.
Corporate structures and family holdings
We advise on the creation or review of corporate structures that help organise business assets, separate risks, facilitate management and prepare succession.
Tax planning for succession and business transfer
We analyse the tax impact of decisions linked to succession, donations, the purchase and sale of shares or equity interests, succession agreements or corporate reorganisations.
Generational succession
We support the business family in defining the succession process: legal, tax and organisational. So that the transition is orderly and secure.
Review of wills, succession agreements and matrimonial agreements
We coordinate the family protocol with the necessary civil and succession instruments to avoid contradictions and strengthen legal certainty.
Support in conflict situations
When tensions already exist between partners or family members, we help organise the situation and seek practical, realistic and legally sound solutions.
Clear, straightforward and direct
We work so that the business family understands each decision and its legal, tax and corporate consequences.
Adapted to each reality
No two family protocols are the same. We listen to the situation of each company and propose solutions adapted to its stage, size and objectives.
Cross-disciplinary vision
The family protocol is not only a legal matter. It has tax, corporate, asset-related and succession implications. That is why we approach it from a global perspective.
Prevention as a value
Good advice makes it possible to anticipate conflicts, reduce risks and make decisions with greater confidence.
Practical and applicable solutions
The document must serve the family and the company. It must be understandable, useful and coherent with the reality of the business.
The best time to prepare a family protocol and review the corporate structure is before conflict appears.
It is especially recommended when:
Planning does not mean mistrust. It means taking care of the company, protecting the family and giving continuity to the project.
DO YOU HAVE A FAMILY BUSINESS
AND WANT TO ORGANISE
ITS FUTURE?
Each family business has its own history, structure and challenges. That is why it is important to analyse each case individually and define a strategy that combines legal certainty, tax efficiency and business continuity.
At Consultoria Bosch, we support you throughout the entire process: from the initial diagnosis to the drafting of the family protocol, the design of the corporate structure and the implementation of the necessary agreements.
