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Family Business Advisory

Family Business Advisory (FBA) is Helios’ new service to assist the founders/owners of family-owned businesses in navigating the even increasingly complexities. We understand that family businesses are unique entities that blend personal relationships with business dynamics so that they require an advisor who is not only technically sound but more importantly, has a very strong interpersonal skill.

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Why Helios Family Business Advisory?

Whether you're dealing with classic problems that family businesses face, such as succession planning, governance issues, or conflict resolution, our advisory services are designed to address your specific needs. We believe that by fostering 3 core categories of PHC Triangle® namely Parenting to Equip, Harmonizing to Prosper, and Collaborating to Endure (PHC), we can help your organization to achieve long-term success, to the third generation and beyond...

“Our mission is to help family businesses thrive across generations.”

What We Offer?

As the second and third generations start to join the family businesses, the dynamic is increasing whether to choose Family First or Business First. Therefore, the families require a written statute to govern family members’ rights, obligations, and involvement, which is known as Family Constitution. The Family Constitution will provide the families with the followings:

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Founders’ Vision:

We assist in institutionalizing founders’ vision to guide the strategic direction of their enterprises, as well as maintaining the families’ values to ensure that families’ legacy and welfare are preserved across generations.

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Governance Structures:

We assist in establishing effective governance frameworks that promote accountability and clarity among family members.

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Succession Planning:

We assist families in developing comprehensive succession plans to ensure a smooth transition of leadership and ownership.

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Conflict Resolution:

We assist in setting guidelines to mitigate conflict among family members or to resolve the existing conflict.

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Financial Matters:

We assist in setting guidelines for dividend distribution and family’s welfare.

TEAM PROFILE

Helios Capital

Our Cutting Edges

Expertise in Family Dynamics

as it was blessed with abundant natural resources and the fourth largest population in the world. However, doing business in Indonesia, particularly for first time investors, needs not only capital but more importantly an advisor who is well-versed with local business practices and customs.

Methodology

as it was blessed with abundant natural resources and the fourth largest population in the world. However, doing business in Indonesia, particularly for first time investors, needs not only capital but more importantly an advisor who is well-versed with local business practices and customs.

Customized Solutions

as it was blessed with abundant natural resources and the fourth largest population in the world. However, doing business in Indonesia, particularly for first time investors, needs not only capital but more importantly an advisor who is well-versed with local business practices and customs.

Long-Term Partnership

as it was blessed with abundant natural resources and the fourth largest population in the world. However, doing business in Indonesia, particularly for first time investors, needs not only capital but more importantly an advisor who is well-versed with local business practices and customs.

Work with us

We would love to hear more about your project