Tax planning, governance and asset protection

Executive mentoring for medium-scale commercial and industrial companies seeking to optimize their cost structure, diversify investments and consolidate their corporate assets.

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Focus

“Asset protection without losing operational flexibility.”

Tax planning Corporate governance Asset protection

A concrete step towards asset protection

An initial review of your tax and governance structure can reveal opportunities that currently go unnoticed. This is not a generic diagnosis, but a conversation with an executive mentor who understands private capital and medium-scale commercial and industrial enterprises.

Request an informational session

Frequently Asked Questions

Clear answers on tax planning, governance, and asset protection.

Medium-scale commercial and industrial companies that already have consolidated assets and seek to separate operational risks from family capital. The mentorship is designed for companies with recurring revenue, multiple business lines, or complex corporate structures.

Tax planning is a strategic process that analyzes cost structure, investments, and capital flows to optimize the tax burden legally and sustainably. It is not limited to annual compliance but anticipates scenarios and adjusts decision-making throughout the fiscal year.

It depends on the size and complexity of the organization. In medium-sized companies, designing the governance framework typically takes between three and six months. Full implementation, including training management teams and establishing committees, can extend up to twelve months.

Yes, most private capital funds require a minimum entry ticket. At Novrina, we work with companies that allocate from 250,000 USD to several million dollars, depending on the investment vehicle. The mentorship helps structure the allocation without compromising operational liquidity.

Each program is tailored to the company's profile, but generally includes periodic sessions with a senior advisor, review of corporate and tax documents, investment portfolio analysis, and an action plan with concrete milestones. We do not offer closed packages; the content is defined after an initial diagnosis.

Executive Mentorship Programs

Choose the format that best suits your company's stage.

Estate Diagnostic

Initial assessment of tax structures and corporate governance.

  • Duration: 4 weeks
  • Format: 2 in-person sessions + report
  • Includes: Asset protection analysis and fixed cost review
  • Profile: Growth-stage companies
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Diversification Plan

Private equity portfolio design and tax optimization.

  • Duration: 8 weeks
  • Format: 4 executive sessions + follow-up
  • Includes: Investment vehicle selection and cost structure
  • Profile: Companies with consolidated assets
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Governance and Protection

Implementation of corporate governance and asset protection.

  • Duration: 12 weeks
  • Format: 6 sessions + legal documents
  • Includes: Bylaws, trusts, and tax optimization plan
  • Profile: Family businesses in transition
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