Business office

Business Office plays a crucial role in providing strategic guidance and support on various business-related matters. Our business team works closely with other iWealth offices to provide a holistic approach to addressing both financial and business aspects of high-net-worth families. The goal is to support the growth, sustainability, and success of family-owned businesses across generations. 

​

Here are key services we provide:

​

• Business consulting: providing professional advice and services to businesses with the aim of improving their performance, efficiency, and overall success.

​

• Corporate Governance: establishment of governance structures and policies to ensure effective decision-making and management of the family-owned business.

​

• Mergers and Acquisitions: assistance with M&A transactions, including due diligence, negotiation, and integration strategies.

​

• Commercial Transactions: assist on corporate and commercial transactions and advise on legal and commercial issues that affect family businesses.

​

• Succession Planning: developing plans for the transfer of family-owned businesses to the next generation, assisting with legal aspects of business sales or mergers, strategies for leadership succession within the family business to ensure continuity and sustainability.

​

• Strategic Planning: collaborating with family members to develop and implement strategic plans for family businesses, aligning with overall wealth management goals.

​

• Project evaluation: assessing the prospects of a project, its effectiveness, to determine whether it has achieved its objectives and whether it has produced the expected outcomes.

​

• Financial Audit and Controlling: critical for ensuring the financial health and transparency of an business or project.