Family
A full suite of customized solutions to help you preserve and expand your life’s work.
As an entrepreneur and business owner, your business is your masterpiece. You’ve built it from the ground up, and that is no small endeavour. We recognize and appreciate this dedication, and our mission is to protect and safeguard your life’s work.
Boccard’s corporate services are specifically designed to help you preserve and defend your legacy, and if desired, to ensure a smooth succession for the next generation to take the reins.
We are also experienced in overseeing orderly transitions to professional management teams, or, alternatively, helping to find an acquirer for your company.
We serve Corporate Clients who are privately-held companies, majority-owned by the founder/principal and his/her family, with an annual turnover of $30 million or more. For each new Corporate Client relationship, we require minimum investable assets of $10 million.
INVESTMENTS
Establishing an investment portfolio under the auspices of your company can be a strategic way to mitigate risk, strengthen your balance sheet and diversify your operations.
CREDIT LINES AND LIQUIDITY SOLUTIONS
We help our clients access liquidity for growth by securitizing illiquid assets ranging from production and agricultural facilities to ownership stakes in private companies, and in some cases, receivables.
SUCCESSION PLANNING
Whether you are seeking to have the next generation take the reins or to oversee a transition to professional management, our experienced experts are on hand to ensure that your plans are implemented smoothly, and that any risks are appropriately mitigated.
ACQUISITION PLANNING
The acquisition of a family-owned business often opens the doors to a myriad of new opportunities. Our advisors help to ensure that your business is valued fairly, and that the necessary safeguards are in place to protect your interests.
