Philosophy

  • " Family Business Asesores is a firm dedicated to providing consulting and training services to the Latin American Family Business.

  • " More than just service providers, we are a company comprised of professionals focused on making businesses stand firm with a growth outlookover time.

  • " Above all, we aim to help business families achieve the most important goal: keep families together working around a company that gives strength to their different generations.
We support the Latin American Family Business

    Success of the Family Business transcends financial and business issues. In recent years, we have realized that Family Business values and principles, as well as relationships between family, company, and owners, are equally or, at times, even more indispensable for its operation.

Strategic Talent Management Services

In Family BusinessAsesores, we help you manage your Company's talent, in order to conduct the essential task of linking human resources practices with the business strategy, thus creating value for your Company.

Our Services

In Family Business Asesores, we design and offer strategies aimed at business family members to help them manage the problems arising from the divergence between the three realities that make up family business: Family, Business, and Patrimony.

We help you in matters such as:

Family Business Strategy


Succession Plans for Family, Business, and Patrimony.

Family and Business Governance.


Rules of Operation of the Governing Bodies.




Family Constitution and Other Types of Family Agreements.

Strategic Revitalization.


Property Structuring.

Management of the Sales Process of the Family Business




Family Business Exit/Continuity Plans

Professional Development of Family Members

Training of Family Business Governing Body Members

Long-term Family Business Viability Analysis.




Assessment of Management Qualities of Family Members.

Preparation of Organizational Audits.


Why us?

• Our contribution would be to inform, sensitize, and train the family entrepreneur and the rest of the members of the business family on the characteristics and particular challenges of Family Businesses.

• We use the best international Family Business practices adapted to the Latin American culture.

• Brindamos las herramientas necesarias para prever y proteger a la empresa familiar de la interacción con la familia, la propiedad y la empresa.


• Our partners stand out for their important expertise as:
-Academics in business schools of international prestige.
-Senior managers in Family Businesses.
-Members of boards of directors.
-International consultants.

Our Team

    Arlette Urrea

    FOUNDER AND DIRECTORA

    Arlette Urrea Vargas has thirty years of experience in the fields of consulting and training, working for over 10 years at KPMG and PricewaterhouseCoopers. Shewaspartof the work team of Dr. Miguel Ángel Gallo. Currently, she works in the professional practice with Dr. Salvo Tomaselli and is a consultant for the IDB - INVEST on issues of Corporate Governance of Family Business.

    Arlette is a PhD candidate from the Abat Oliva University, Barcelona, Spain, in the field of Family Business. She has a graduate degree in Creation, Strategy, and Management of Small and Medium Enterprises from the Autonomous University of Barcelona, Barcelona, Spain. She has a Licentiate degree in Economics from the University of Costa Rica and is a Certified Public Accountant.

    CONTACT

    María Lourdes Urrea

    CREATIVE DEVELOPER

    María Lourdes is in charge of creative developments with technology. She is a marketing promoter, administrator and manager of the E-learning academy.

    CONTACT

WORK METHODOLOGY

We have developed our own work tools and methodologies based on the best practices for successfully managing your Family Business.

We believe that research drives our professional work.

We focus on always integrating family and company.

For us each project is individual.

We specialize in conducting diagnostic processes, identifying solutions and implementing action plans.

We use participatory methodologies.

We are committed to working with honesty and confidentiality.