FAMILY ENTERPRISE PLANNING Family Enterprise Planning is aimed at strengthening your family’s foundations – your relationships and shared core ideologies – while carefully making fundamental preparations for a sustainable family enterprise. It is a process affirmed by the oldest and most prestigious multidisciplinary professional association for family enterprise in the world, Family Firm Institute. LEADERSHIP SUCCESSION PLANNING Prepare your Next Generation of Leaders to Succeed Through Leadership Succession Planning ensure that prosperity of the business is continued and the unity of the family sustained. Family Retreat Process a family retreat to craft the family constitution Establish family governance structures Study and Recommend Best-suited Governance Establish the Family Council Facilitate one BOD and /or Family Council Meeting Retirement Planning of Founder FAMILY UNITY BUILDING Family Unity Sustains Business Prosperity At the heart of the Planning Process is Family Unity Building. With Family Unity Building, you can pass on the family values and culture that makes the family succeed and set the mission, vision and direction of the family. Guided Discovery Interviews with the family members to establish baselines of individual family members’ concerns, hopes, and dreams. Family Culture Building Process a one day family visioning workshop to rediscover the family’s shared history, values and culture OWNERSHIP SUCCESSION PLANNING Keep wealth within the family by making the family united Through the Ownership Succession Plan, you can preserve the success of the Family Enterprise and leave tangible legacy for your Family’s next generation. Estate Plan Preparation Dialogue for Ownership Succession with Founders and Family Members Development of Right Ownership Structure / Model Organization of Family Assets and Liabilities Estate Tax Planning Family Estate Valuation System Asset Protection Family Assets And Ownership Risks Assessment Craft Agreements to enforce Policies and Protect Shares Of Stocks/Family Assets FAMILY FINANCIAL PLANNING Balancing the Needs of the Family & the Business Through Family Financial Planning, you assure the good life of the family regardless of the business’ risks. And without hampering business capital. Financial Goal Coaching Personal Cash Management Risk Management Plan Education Plan Retirement Plan Investment Plan OTHER SERVICES Organization System Effectiveness (OSE) It is an integrated & holistic process and service that facilitates the professionalization of the business organization for sustainable growth and development. It’s a strategic and systemic effort to ensure that the family business’ long term intents, goals and plans are supported in the area of organization capability. This is composed of Organization Development and Human Resource Systems interventions. It will provide the right structure, systems, processes, and human resource to support the family business’ drive and intent to grow and perpetuate as they face a fast changing business environment, and society as a whole. Building Effective Governance (BEG) This program aims to help families in business as they get committed to firmly establish their Governance Structures and System. The family business is given initial guidance and facilitation in this fundamental step of professionalization. The Governance System is the locus where all collegial leadership is exercised and applied. Setting up a proper, regular and consistent Governance System is critical for a family business who sees long-term growth and success across generations. All strategic and tactical decisions of the family business emanate from these Governance Structures: The Family Council and the Board of Directors fora. These are decision-making bodies that lead the whole family enterprise. This program serves to assist families in business in sustaining and strengthening the gains and headways achieved in the Family Enterprise Planning (FEP) for a period of time until such time that the family governance can effectively do it on their own. Talent and Organization Matching (TOM) his service aims to help families in business to get right people in the business organization. With the realizations, aspirations, directions, outputs and commitments created and harnessed with the Family Enterprise Planning (FEP) and/or the Organizational System Effectiveness (OSE), having the right professional, executive or leader to propel the family business forward is critical and necessary. Every vision and mission achievement and fulfillment is dependent on the human talent and capital to make things happen. Any system, program, and strategy is not going to work well without competent, dependable and trustworthy human resource. Without the right people in the organization (family and non-family alike), the merits and benefits of the FEP and/or OSE will fall short of its full potential. It is assisting the family owners to find the right person, both for the job and for the organization. Due to Premier’s broad and deep understanding of both the family system and business system, we have a strategic and vantage position to discern well a good talent and organization matching . Premier’s journey with the family in the FEP and OSE processes allows us to easily connect the best fit talent for the organization Key Process Management Consulting (KPMC) It is providing technical advice and change process facilitation in key systems in a business organization for a contracted period of time with specific outputs agreement. The consultant leads in the establishment and implementation of processes, systems, policies, and procedures in a key area of the business operations such as, but not limited to, Human Resource Development, Marketing and Branding, Finance and Accounting, Supply Chain Management, Executive Leadership Development and Coaching, Quality Management System, to name a few. This program aims to strengthen strategic systems of the business organization and operation in view of system wide professionalization and sustained family business growth.