Family Office & Wealth Management
Establishing governance clarity across three generations and four jurisdictions
A prominent family with significant assets across Canada, the United States, and Mexico faced governance challenges as the business transitioned from founder control to multi-generational stewardship. Unclear decision rights, conflicting tax strategies, and outdated legal structures created operational friction and family tension. The family needed a unified governance framework that respected cultural differences while maintaining operational efficiency.
We conducted a comprehensive jurisdictional analysis and designed an integrated holding company structure with clear decision-making protocols. Our team implemented a family governance charter, established voting frameworks for each entity, and coordinated with local counsel in all three jurisdictions. We integrated advanced insurance strategies to protect assets and created a digital governance platform through SynexumLabs for real-time visibility and decision-making.
60%
Decision-Making Time Reduction
35%
Compliance Cost Savings
Canada, US, Latin America
Technology & Software Services
Enabling rapid expansion while maintaining tax efficiency and governance control
A Canadian technology company with strong domestic success wanted to expand aggressively into the US and Latin American markets. The founders faced complex decisions around capital structure, tax optimization, and maintaining control during growth. Traditional approaches would have resulted in significant tax leakage and diluted decision-making authority.
We designed a sophisticated cross-border capital structure that optimized tax efficiency while preserving founder control. Our team structured subsidiary entities in strategic jurisdictions, implemented transfer pricing frameworks, and created a holding company that enabled efficient capital deployment. We coordinated with legal, tax, and banking partners across all regions to ensure seamless execution and regulatory compliance.
12
New Markets Entered
28%
Tax Optimization Achieved
Canada to US & Latin America
Manufacturing & Distribution
Transitioning from founder-led to institutional governance while preserving legacy
A 40-year-old manufacturing company faced a critical succession challenge as the founder approached retirement. The business lacked formal governance structures, decision-making authority was concentrated, and there was no clear succession plan. The founder wanted to transition to a board advisory role while ensuring business continuity and family wealth preservation.
We implemented a comprehensive succession and governance framework. Our team established a professional board structure with clear roles and responsibilities, created detailed succession plans for key leadership positions, and designed a phased transition strategy. We restructured the ownership to accommodate the founder's retirement while maintaining family involvement. Advanced insurance strategies protected the business during transition, and we integrated digital governance systems for transparency and accountability.
+22%
EBITDA Growth
18 months
Transition Timeline
Canada & US
Average Growth
Average 25%+ Improvement
Successful Engagements
50+ Successful Engagements
Geographic Coverage
3 Continents, 12+ Countries
Governance Success Rate
100% Governance Success Rate