FAMILY BUSINESSES

As a family business ourselves, at Arx, we understand the unique challenges and opportunities that family face. We offer our clients personalized and comprehensive services tailored to meet the specific needs of their businesses and family members.

Corporate Governance

We recognize that trust and values are the cornerstones of effective corporate governance, especially within family-owned businesses.

Every family business possesses its own distinct culture, and our services are meticulously tailored to align with these unique characteristics. We provide comprehensive support through every step of the governance process, including the development of family protocols, the refinement of shareholder agreements, the establishment of robust corporate structures, and the formulation of strategic business development plans. Additionally, we ensure compliance measures are in place.

Our role often extends to active participation as a member of the Board of Directors, fostering an integral and enduring relationship that evolves over several years. By partnering with Arx, your family business gains a dedicated advisor committed to guiding you through the complexities of corporate governance, ensuring sustainable growth and long-term success.

Family Office Management

A family office is a private wealth management advisory firm that serves ultra-high-net-worth families. It offers a comprehensive suite of services to manage, grow, and transfer family wealth across generations, ensuring the family's financial well-being and legacy.

At Arx, we provide tailored family office management services designed to meet the unique needs of family businesses. Our approach encompasses all or a subset of services, depending on your family´s needs, ensuring that every aspect of your family's wealth and administrative needs are managed.

Investment Planning and Wealth Management

• Investment Strategy Development: Crafting personalized investment strategies to align with your family's financial goals and risk tolerance.

  
  

• Portfolio Management: Active management and monitoring of investment portfolios to optimize returns and minimize risks.

  
  

• Wealth Preservation: Implementing strategies to protect family wealth from market volatility, inflation, and other economic factors.

Administrative Services

• Financial Reporting: Comprehensive financial reporting to keep you informed about your family’s financial status.

  
  

• Tax Planning and Compliance: Ensuring efficient tax planning and adherence to all relevant regulations.

  
  

• Estate Planning: Developing estate plans that secure your family's wealth and ensure a smooth transition to future generations.

Advisory Services

• Succession Planning: Assisting in the development of succession plans to ensure the continuity of family leadership and business operations.

  
  

• Governance and Education: Establishing governance structures and providing education to family members to prepare them for future roles and responsibilities.

By partnering with Arx for your family office management needs, you benefit from our extensive experience and commitment to preserving and enhancing your family's wealth. Our personalized services ensure that every aspect of your financial and administrative needs is properly managed, allowing you to focus on what matters most: your family and your legacy.

Family Protocols

Family protocols are formal agreements that outline the values, principles, and rules governing the relationship between the family and the business. They address issues such as succession planning, conflict resolution, and the roles and responsibilities of family members.

With over 15 years of experience, Arx helps family businesses establish these essential frameworks. Our expertise ensures that your family's legacy is protected and nurtured for generations to come. By partnering with Arx, you gain a trusted advisor dedicated to crafting customized family protocols that promote cohesion, drive success, and honor the values that define your family.

Succession Planning

Succession planning is the strategic process of identifying and developing potential future leaders and key employees to ensure a smooth and successful transition of leadership within a family business. It is a critical aspect of business continuity, ensuring that the legacy, vision, and values of the family are preserved and carried forward by the next generation.

At Arx, we understand the importance of a well-structured succession planning strategy to ensure business continuity, preservation of family values, talent development, conflict mitigation and financial security. Our services are designed to help family businesses navigate this complex process with confidence and clarity.