Consulting for Family Businesses: Balancing Tradition and Growth

Written by Bruno Lanciani

01/09/2026

At Lanciani & Trincado, we understand the unique challenges faced by family-owned businesses. Our consulting service is specifically designed to provide comprehensive solutions for the Family Micro, Small, and Medium-Sized Enterprise (FE) segment, with an approach that goes far beyond purely legal matters.

We develop a systemic approach to success.

Our consulting is based on a systemic approach that recognizes the complexity of FEs. We focus on:

1. Balancing the flow of power: We work to harmonize the interrelationships between the business and family subsystems, creating an environment conducive to growth and stability.

2. Comprehensive estate planning: We develop strategies that protect both the interests of the business and the family, ensuring a leadership structure that integrates all aspects of the FE.

3. Specialized, high-quality advisory services: Our team of experts delivers consulting that holistically addresses the specific challenges of family-owned businesses.

Our process: Ongoing support

1. In-depth diagnosis: We analyze the current situation of your FE, identifying strengths and areas for improvement.

2. Customized work plans: We develop strategies tailored to the specific needs of your business and family.

3. Implementation and management: We work side by side with you to implement the proposed plans, ensuring they adapt to the reality of your FE.

4. Control and follow-up: Our consulting team provides continuous monitoring, enabling your company to make the most of its resources and potential.

The Family Protocol: The cornerstone

As the culmination of our consulting process, we draft and facilitate the approval of a Family Protocol. This vital document establishes the ground rules for interaction between the family and the business, preventing future conflicts and laying the foundation for sustainable growth.

At Lanciani & Trincado, we do not just advise—we become strategic partners of your family business. Let us help you build a solid business legacy that endures for generations.

Ready to take your family business to the next level? Contact us today for a personalized consultation.

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