The backbone of a flourishing first-generation family business is often the vision, tenacity and energy. However, as the family and the business grow, these strengths can become weaknesses, especially if the company fails to evolve beyond the original owner.
Our family advisory services can help by strengthening the synergies between core founders and management. Ultimately, we build stable structures and systems and ensure the next generations' smooth transition and future sustainability.
Here are a few benefits we provide:
Alignment of interest
Privacy and confidentiality
Improved strategies and governance systems
Execution of bold growth strategies within the markets
Potential for higher returns
Enhance development and empowerment of talent through training
Safeguarding the interests of the next generation
Separation, or at least a distinction, between the family business and the family's wealth
With relevant experience and competencies across various areas, we adopt an independent approach to the differences in personality between the generations and the strategic direction set by the stakeholders. Overcome the challenges of passing your businesses on to generations with us.
Our Services include:
Sustainability and Profitability
Let us assist you in getting the board to champion sustainability and incorporate it into strategic plans. We focus on creating long-term financial value and set and develop financial structures and reporting. Get advice on the family constitution, foundations, and trusts.
Strategies and Governance
We set strategic objectives and identify growth strategies. Get help on amelioration of current service offerings, business and market assessments, and emerging markets. We also develop a governance framework, including:
Composition of the Board
Organisation structure and reporting lines
Internal control systems
Policies, processes, procedures, and code of conduct
Develop professional and technical competencies with us. We analyse training needs, develop leadership skills, and manage your talents. Let us help you enhance operational performance by aligning operational plans with strategy and advice on operational transformation and process improvement.
Ensure succession planning by distributing voting rights and dividends and drafting shareholders' agreements. Let us assist in estate planning and developing robust financials involving capital management and investment planning. You can also trust us with tax planning and management. We are experts in:
Reduction of the tax burden
Compliance with tax reporting obligations
Tax-efficient acquisitions, restructuring and disposals
Cross-border tax opportunities
Contribution to the Social Environment
We can assist you in establishing funds for philanthropy and building family businesses' commitment to energy efficiency and natural resource management. We can work together on social impact investments. Grow your family business with us Ensure the continuous growth of your family business through the advice of our experts.
Third country nationals are eligible, excluding nationals from Afghanistan and North Korea, EEA and Swiss. In the future, applications from other countries may also be excluded in accordance with Government policies.
Get in touch with us today
Our team of experts at Endevio can help you stay updated with the latest regulations.
Integritas Trustees Ltd (C 22574) is authorised under the Trusts & Trustees Act by the MFSA. Integritas Consulting Ltd (C 52711) and Integritas Corporate-Services Ltd (C 52395) are registered to act as Company Services Providers by the MFSA. Agenzija Integritas Endevio Ltd is authorised to act as an Accredited Agent by Agenzija Komunita Malta through licence number AKM-AGEN-21.