Clients

  Managing Conflict

CHALLENGE

Mr. and Mrs. Jones struggled with how to preserve their family's values upon the realization of a significant liquidity event from the sale of the family business.

STRATEGY AND SOLUTION

Andina assisted Mr. and Mrs. Jones in creating a structure that provides clear definition over family assets, and sufficient individual freedom for each member to direct his or her own affairs without adversely affecting the other members of the family.

RESULT AND CLIENT BENEFITS

With an equitable and transparent arrangement in place, family members can focus on the productive use of their wealth, including their philanthropic and entrepreneurial endeavors.