Family Business Advisory
At Matrix Wealth Management we are specially dedicated to Business Owners, Senior Executives and their families.
Optimization of Ownership Structure, by:
- Wealth Creation & Protection
- Risk Diversification
- Liquidity Management
- Recomposition of Company & Leadership Structures
- Leverage Opportunities
- Return on Assets (ROA) focused (dividend, interest, rent and royalty income)
Optimization of Family needs by considering:
- Family Culture & Values
- Family Governance
- Compensation Schemes
- Wealth Preservation, Human Capital & Succession
- Social Entrepreneurship & Responsibility
- Risk Assessments & Profiles
- Individual Financial & Tax Planning Objectives
An optimized Business Structure can add value to the Family over time due to:
- Enhanced Company Value Protection
- Mitigation of Intergenerational Conflicts
- Balanced Asset & Liability Management
- Additional Source of Wealth & Income
- Reinforcement of Family Culture / Values / Commitment
- Reputation (socially advanced company)