Our team brings over a century of hands-on experience in growth acceleration,
capital raising, strategic and commercial transactions,
leadership succession and governance.
Often without non-family members on their boards
– or with no formal board at all – these clients seek our
counsel on a wide variety of issues, including strategic
alternatives and leadership succession. We can act as an
advisory board to the family without impeding the existing
We have successfully advised companies through generational
successions and appreciate the complexities and sensitivities.
Understanding and respecting the perspective of all family
stakeholders is a fundamental aspect of our approach, and
blending that with a comprehensive and objective analysis
of the business to formulate a solution that works for the
family as a whole is the art of what we do.
U.S. clients can expect to tap into our deep networks
in the region for expansion or resources.
Clients based in Latin America will appreciate
our cultural and language affinity.