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 Alliances

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:

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.

• We provide our clients with the necessary tools to anticipate and protect their Family Business from interaction with family, property, and business.


• 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 CONSULTANT

    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 has extensive experience in the area of educational technology, online and face-to-face training, project management, educational and family psychology; He has also worked in various types of administrative jobs, customer service, human resources and Family Business. He has experience in issues related to Family Business.
    She is a developer and promoter of projects at a social level.
    She is the manager of projects related to the development of technological content such as the creation of videos and audiovisual material for the training carried out by the consultant in charge. With experience creating a website, using the WordPress and Wix platform, building and managing online courses for training Business Families through tools such as Sensei LMS and Moodle. With experience in the use of various technological tools that facilitate the development of material for courses, such as OBS, Genially, Canva, Quizlet, Slido, Prezi, Kahoot, among others. Provides support in the area of marketing, dissemination of information (Mailchimp) and design for social networks and the Web page.

    CONTACT

    Salvatore Tomaselli

    FOUNDER AND CONSULTANT

    A passionate globetrotter for the family business, he has worked as a consultant and academic on five continents. PhD in Business Administration from IESE Business School (Barcelona, Spain), professor at the University of Palermo (Italy), Adjunct Professor at the Beijing Institute of Technology (China) and visiting professor at the University of Zagreb (Croatia). Founding member of IFERA (International Family Enterprise Research Academy) and full member of the Royal European Academy of Doctors, Barcelona, Spain.

    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.