- Family and company assessment
- Concept design - strategic plan
- Family assessment: diagnosis phase with a structured evaluation model; coaching path; development center - skills-potential assessment method
- Economic and financial analysis - organizational structures - planning and control - business risk analysis (risk management)
- Strategic management support father - children - team and training - preparation of shared strategic plan 3/5 years; operational plan of activities (GANTT)
- Planning for the transfer of personal and corporate assets
