Institutionalization of a family-owned Automobile Assembly, Sales, Distribution and Aftersales Services enterprise

Achievements

Establishment of a family governance structure

Separation of ownership from management, as desired by the family

Development of short, medium and long-term business strategy and associated business plans

Definition and setting of business targets to be achieved

Alignment of the business processes and organization accordingly

Review and adaptation of the Information Technology and Cybersecurity

Assistance with recruitment of key executive and management positions

Project management and support throughout the implementation process

Post-project annual reviews of progress and results

Scope

Restructuring of a family-owned Retail & Private Bank

Achievements

Development of short- and medium-term Retail and Private Banking Strategy in 3 countries

Reorganization of the Retail Banking

Evaluation of allocated resources, including new technologies to make the activity profitable

Alignment of the business processes and organization

Review and adaptation of the Information Technology and Cybersecurity

Project management and support throughout the implementation process

Scope

Institutionalization of a family-owned multifaceted Construction company

Achievements

Establishment of a family governance structure

Assistance and support to move from one generation to the next

Development of short and medium term business strategy and associated business plans

Definition and setting of business targets to be achieved

Alignment of the legal entities, business processes and organization

Review and adaptation of the Information Technology and Cybersecurity

Assistance with recruitment of key executive and management positions

Project management and support throughout the implementation process

Post-project annual reviews of progress and results

Scope:

Conduct comprehensive evaluations of employees spanning from frontline staff to top management, aiming to discern organizational strengths and weaknesses, along with individual assessments.

Achievements:

Successfully identified emerging leaders from a pool of 50 potential candidates.

Established and implemented mentoring and coaching initiatives to nurture the potential of these identified leaders.

Provided targeted training to equip them for their future roles.

Formulated a robust succession plan, ensuring equitable opportunities for younger employees that had been previously overlooked.