Family business restructuring
Realign ownership, roles and entities so the structure fits the family, not the other way around.
Governance & Family Business Advisory
The hardest part of a family business isn’t the business.
It’s deciding who decides, and making it hold across generations. We design the governance, succession and structure that let family enterprises move forward without breaking what holds them together.
- One firm, full scopeGovernance, tax, legal, M&A, accounting and valuation under one roof.
- Built for continuityWe design for the handover, not just the next fiscal year.
- Discreet by defaultFamily matters stay private. Decisions get documented.
What we’re known for
Governance that survives the next generation.
Ownership disputes, unclear succession and informal decision-making are what stall otherwise healthy companies. We help families restructure ownership, define how decisions get made, and put the agreements in place before they are tested.
Succession planning
A clear, documented path for handing over ownership and leadership, on a timeline everyone understands.
Family governance & councils
Family constitutions, charters and decision rules that turn informal habits into durable agreements.
Shareholder agreements
Buy-sell terms, dividend policy and dispute mechanisms set before conflict, not during it.
Conflict & alignment
Independent facilitation when the hardest conversations need a neutral party in the room.
Not sure where to start?
Begin with a governance review: a structured read on where your family and business are misaligned.
Start a governance review
The firm
A single, senior team behind every decision.
INERTIA Advisory brings governance, tax, legal, M&A, accounting, operations and valuation together under one roof, so families receive coordinated counsel instead of conflicting opinions. We work quietly, document carefully, and stay for the long term.
The full scope
Everything the plan needs to work.
Governance sets the direction. These are the disciplines that execute it, coordinated so your tax position, legal structure and books all tell the same story.
Fiscal & tax planning
Structure income, ownership and transfers to reduce tax drag and keep succession affordable.
Corporate law & M&A
Entity structuring, mergers, acquisitions and due diligence handled with a transactional eye.
Banking & regulation
Compliance, licensing and regulator relationships so you operate on solid ground.
Operations consulting
Find the friction and improve how the business runs day to day: efficiency, process and margin.
Business valuation
Defensible valuations for succession, buy-sell, disputes and planning.
Accounting & bookkeeping
Clean, current books that give the family and the board numbers they can trust.
Why INERTIA
Most firms hand you specialists. We hand you a plan.
When tax, legal and accounting advice come from separate firms, they rarely agree, and the family is left to reconcile them. We coordinate every discipline around one governance strategy, so the advice is consistent, the structure is sound, and nothing falls through the gaps between advisors.
- One coordinated teamGovernance, tax, legal, M&A, accounting, operations and valuation, aligned rather than siloed.
- Documented to lastCharters, agreements and plans written to hold up when they are tested.
- Independent & discreetA neutral advisor whose only stake is the continuity of your enterprise.
How we work
Clarity first, then structure, then execution.
- 01
Listen & assess
We map the family, the business and where they are misaligned, in full confidence.
- 02
Design the structure
Governance, ownership and succession built around your reality, not a template.
- 03
Put it in writing
Agreements, charters and plans documented so they hold up later.
- 04
Execute & support
Tax, legal, accounting and operations brought in to make the plan real, and keep it on track.
The people
Advisors who sit on your side of the table.
A senior team spanning governance, law, banking, tax and finance, so the people designing your structure are the same ones who understand how it has to run.
Jorge Colindres
Founding Partner
Danel Calvillo
Managing Partner · Banking & Regulation
The best time to set up governance was a generation ago. The second-best time is now.
Start with a confidential conversation. No commitment, just clarity on where you stand.
Book a consultation