FAMILY AND BUSINESS ADVISORY BOARD (FABB)
FABB brings together an experienced team of multi-disciplinary senior professionals to-
Advice families on governance & business policies, dispute mediation, mentoring, estate planning and wealth management
Support the family on all aspects of business transformation from strategy, to professionalizing the board,
financial restructuring and also investor relations management
Family Governance & Succession
The Back Bone of a Successful Family Business-
FOR BUSINESS FAMILIES SUCCESS IS MEASURED NOT ONLY IN ‘WEALTH’ BUT ‘NUMBER OF GENERATIONS’.
Generational transition or an external economic crisis can adversely affect family dynamics and non-business considerations can derail even the most profitable enterprise.
More than four out of five family business owners believe their families will retain control of their business years from now, but in reality, only about 30 percent of family businesses survive into the second generation.
Eterna helps you strategize and develop customised solutions in sync with the needs of your family
Connect the dots with our Innovative Solutions and Implementation Support for changing business needs.
CHANGING ENVIRONMENTS AND GROWTH CAN RENDER CHAOS IN FAMILY BUSINESSES.
Our business Advisory team prepares you to navigate these challenges with relative ease.
Access the proficiency of experienced professionals who craft tailar-made solutions for your business by delving into their extensive business insights and management experience.
Access Innovative & Technology Driven Wealth Planning and Management
WEALTH IS NURTURED AND PROTECTED WHEN THE WEALTH OBJECTIVES ARE IN PERFECT SYNC WITH THE FAMILY OBJECTIVES, AND IT IS MANAGED IN ACCORDANCE WITH THE RISK AND INVESTMENT POLICY DEFINED BY THE FAMILY.
Get your own “personalised” CIO without the hassles and cost of appointing one, because Eterna’s outsourced CIO service combined with the technology platform powered by AXLE covers all aspects of wealth management for you.
AXLE is a proprietary state-of-the-art technology platform developed by B&B analytics, a Swiss-based research and risk analytics boutique.
We do not focus merely on maximising returns but optimising your returns keeping in mind the core family values and goals.
Now, you can easily ensure that your family gets the best advice in all aspects of wealth accumulation, protection, and transmission of wealth.
Plan and Secure Your Legacy
ESTATE PLAN IS THE BASIC ROADMAP FOR ENSURING AN EVERLASTING LEGACY.
Estate planning for safeguarding your legacy and your eventual heirs can be complex, but effective planning can reduce the likelihood of family conflict as well as the possible tax costs associated with changes in family.
Protect the ones you love with our comprehensive estate planning service. Eterna’s fully qualified and highly experienced estate planners design plans tailored to your family’s specific needs.
Our specialists help you
- Draw up a comprehensive estate plan keeping in mind your unique family composition (existing and likely scenarios), current and future legislative environment & tax implications
- Identify potential issues and loopholes in the existing estate plan, through an estate audit
- Draft important documents like Will, PoA, Gift deed, Deed of Transmission, Letters of Heirship, et al. and even arrange for safe custody
- Manage and supervise estate administrators & executors
- Provide specialised tax advice on all your estate issues, domestic and international
- Advise and create structures to meet objectives like ring-fencing of personal assets, liquidity provisioning, holding of overseas assets, special needs persons and more…
Don’t let your legacy fade away…risk-proof it!
REAL ESTATE ADVISORY SERVICES
We have a boutique real estate advisory practice that specialises in capital raise, structured solutions and asset monetization. We understand our clients’ requirements holistically and endeavour to create optimum solutions by leveraging our relationships and domain knowledge of the sector and the larger RE ecosystem.
We work across all asset classes : residential, commercial, retail, warehousing, industrial and larger mixed use developments.
Solutions offered :
- Identify assets for acquisition
- Raise, restructure and syndicate debt including LRDs.
- Raise equity capital and set-up partnerships- both at entity and project level
- Land sale and JV/ JD transaction