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For family business succession

Each business has its own values and ambitions. With Family Business Advisory, we take care of your family business history and guide you every step of the way towards success.

For the needs of family businesses

Family businesses are a pillar of the Greek economy, but they face challenges, particularly in terms of corporate governance and succession.

Even though approximately 75% of family businesses intend to transfer ownership within the family, only:

  • 3 in 10 families successfully transfer their business to the next generation.
  • 1 in 10 families successfully transfer their business to the generation after the next.

We help you maximise the positive features of your family business, and adopt new strategies and governance practices. These will allow you to maintain its family character, develop the business model and, lastly, successfully transfer ownership to future generations.

Taking care of everything that matters to you

With long experience and know-how, we’re a reliable partner for your business at every stage.

For the present

We understand complex correlations and stand by to help you:

  • Effectively communicate the culture and values of your business.
  • Develop and apply sound corporate governance.
  • Set the right goals and achieve them.
  • Ensure balance among family relations, business decisions and shareholders.
  • Make your capital work effectively for you.

For the future

Every successful family business is founded on long-term vision and strong commitment to the future. Based on this, we guide you to:

  • Ensure the long-term sustainability of your business.
  • Prepare the next generation for its future role.
  • Make interesting investment choices.
  • Formulate strategies to safeguard your property.
  • Organise your assets effectively.

How we support you

We combine your different needs and pursuits to formulate a strategy tailored to you.

For everything you want to achieve

We study the goals, capabilities and plans of your family business and give you personalised advice.

We stand by you so you can choose whatever you need based on the profile of your own family business. We suggest personalised solutions for:

  • Borrowing
  • Asset management
  • Investments
  • Capital markets
  • Property management

Next to a trusted partner

Family Business Advisory does not only give you access to a range of products and services. It also connects you to a wide network of advisors, who guide you on important business matters, such as:

  • Family succession planning and management
  • Effective property management
  • Clear forms of governance
  • Environmental and social footprint
  • Philanthropic vision

Invest in your success

Contact a Family Business Advisor or your Relationship Manager to guide you.