know our

Solutions

If you could choose between avoiding a difficult situation or letting things happen and only then take action to find a possible solution (if still available), which option would you pursue?

Unfortunately, we are unable to prevent every complicated situation in life. However, we can prepare for most of them.

And one of them is related to the future of the family business and to the longevity of good family relationships.

Therefore, the solutions provided by DNA Family & Enterprise deal with those cases where it is possible to forecast complex and difficult scenarios and change the route!

Why do family businesses need a dedicated consultancy service of this sort?

Because in many cases we identify:

The centralized power in a few people or even in a single person

Unclear roles and responsibilities definitions

A not well-defined process of how members of the next generation might join the business

The lack of a succession plan

A resistance towards the acceptance of rules and boundaries/limits

The lack of an effective meritocracy system

A conflict-ridden workplace

How to be able to identify and act in order to improve the situation?

DNA Family & Enterprise has at its disposal a tool to produce a diagnosis of possible family-enterprise related problems that identifies the main sources of possible problems and indicates the implementation of possible adequate solutions for each specific case.

Our value proposition is to grant security to the families in the process of building their business.

Family Organization, Coordination and Supervision

We aim to get to know the family-enterprise relationship in depth and then, after a series of analyses, we outline the situation in a clear and objective way.

Succession planning

We coordinate the succession planning process in the family, including the assessment of family members competencies for specific roles and positions within the company.

We structure the plan based on each family member's expectations and competencies, considering several aspects such as emotional, affective, sentimental and behavioral features, as well as blood relationships and habits among several other personal characteristics.

Family Governance

We develop family policies contemplating the rights, responsibilities, obligations, priorities, tasks and other duties of every member of the family (including amongst other things the shareholder agreement, the family constitution, etc.)

Training and Mentoring

We train (minister specific courses) and prepare family members for future management responsibilities within the family business (or around it – family office, etc.), as well as develop mentoring programs for specific needs.

Financial planning and structuring

We assist the family with its financial, fiscal and accounting organizational issues (concerning personal issues as well as business issues) focusing on the maintenance and/or improvement of their economic-financial performance.

Family and organizational planning

We outline a plan considering personal and professional interests and objectives of each member of the family, in a balanced way, focusing on growth potential for the group, including, among other things, the structuring and implementation of effective management teams and boards.

We also have an additional advantage: specialized courses focused on long-term objectives, the role of shareholders, investment policies, competitiveness of the firm, performance analyses and many other issues of a shareholder’s interest.

These courses are family specific and can be customized according to each family’s interests, expectations and demands.

Take a look at what our clients have to say about us!

"... Given the increasing complexity of managing and taking strategic decisions in the group’s business environment, due to the company’s steady and strong growth as well as to the internationalization of the business, we hired DNA to help us to develop a set of rules and internal business processes, including the creation of our shareholders agreement as well as the implementation of our Family Council, focused on organizing and controlling the management process of the group, as well as helping with the ‘passage of the baton’ (leadership succession) from the second to the third generation of the family..."

André Rivkind
shareholder and CEO of Grupo Breton

"The consultancy work of DNA helped us to understand our business well beyond the day-to-day issues. It is normal that while trying to solve the daily problems of the firm we cannot envision our full potential, using rules, adequate planning and organization, both, in the family as well as in the firm."

Jean Pierre Vinson e Valéria Natal
Co-CEOs of Stock do Brasil

"... It is not always a market crisis that might be the root of a problem, as we imagine, but in many cases, it is an internal matter that we do not see or cannot manage ourselves without external and professional support. It is exactly what the DNA team did. Using an inclusive methodology and constructive propositions, DNA helped us to develop our shareholders’ agreement with a clear focus of aligning our views, objectives and demands between the managing brothers of the fourth generation of the Dierberger Family..."

Andreas Dierberger
shareholder and board member of the Grupo Dierberger

"... The succession process of a family-owned enterprise should always be started as soon as possible. And by this I do not mean the replacement of the incumbent managers but the preparation of selected members of the next generation to one day assume the roles and responsibilities of managing the family business. With DNA’s assistance our family has done the first step in this process of preparing my son and daughter for a professional life within the company, which I consider a very important step, since it will make the succession process easier for me and for them..."

Kamyar Abrarpour
shareholder and CEO of By Kamy Tapetes

"... To accept that the working environment is not the appropriate place to discuss family matters, as well as that the weekend family barbecue is not a place to discuss business issues, is not an easy task, but it is very important and necessary. Thus, with the creation of rules in the family and in the business, with DNA’s support and coordination, we were able to clearly envision the difference and evolution in the interpersonal relationships amongst family members (managers in the family business or not), when we defined specific places (forums) and the appropriate schedules for every type of conversation…"

Fábio Oliveira
shareholder and CEO of Mococa Produtos Alimentícios."

"... We are very happy with the results achieved with DNA’s engagement. Using their objective and constructive work method, we implemented our Shareholders’ Agreement, established the board of directors and restructured the company’s executive management structure."

Américo Martins da Costa
Shareholder and Co-founder of OFNER - Martins da Costa & Cia. Ltda.