3 SERVICE PILLARS
Advising family businesses
- Composition of the Advisory Board
- Family Corporate Governance
- Financial-Planning
- Planning Implementation
- KPI-Cockpits
- Financial Structuring
- AI Consulting
- Succession Planning
Consulting / coordination of family entrepreneurs' assets
- Asset Structure Analysis
- Development of a process landscape
- Financial Planning
- Asset succession planning
Consulting / coordination of investments in stocks of listed family businesses*
- Research services including industry overviews and individual stock assessments as well as target fund selection
- Investment & Research Reports
- Portfolio analyses applying qualitative and quantitative criteria
- Advising and coordinating investment committees, investor committees and advisory boards
- Coordination of communication with investors
- Specialization in Healthcare and the German-Speaking countries in Europe
-Family businesses are the better investments-
Long-term thinking that goes beyond the business cycle, current fashions and short-term numbers is something we should learn as investors from family businesses. Constantly looking for something new, the hectic back and forth of buying and selling, the fixation on the current news cycle and performance or the return of the last few weeks and months: All these behaviours are real investment return killers for private investors as well as for investment professionals.
*CONREN Services cannot be a distributor, manager or investment advisor of investment funds. The above services are of an administrative-technical nature only.