January 15, 2023 by
Jade W. Dagher

We hope it was a good year for you, your family and your business despite all the challenges we’ve been through.

This time of the year is the best time to reflect on your personal and business life in order to decide what to change as a New Year resolution.

For us, it was a big move to be in Nicosia and bring the family here; it wasn’t our plan A but it definitely gave us the benefits of being united altogether in a more productive environment to be able to focus on our quality of life and a productive business.

Having reviewed our business model, we have observed how important it is to focus on supporting our clients regionally in the following areas:

  • Family financial and investment planning: analysing the financial statements, budgeting for the future and recommending the best combination of investments to reach the desired goals based on the family’s priorities, timeline and risk profile.
  • Family business establishment: supporting more and more family businesses to start and benefit from their experience, their assets and creating future career opportunities for their next generations.
  • Family business planning and development: guiding family businesses through the complexities and having a solid strategy to organize the business in a solid way and expand it to the next level mixing the traditional culture with modern technologies and systems.
  • Family succession planning: helping the family business and the assets move from one generation to another in a healthy way, with less internal problems and a more organized structure to keep them always shining and increasing in financial value.

Families are the core of the society, family businesses are the drivers of the economy and with our expertise we can simply support more and more families reach better financial abundance and business prosperity.

May God bless you, your families and your business during this season.

Please share this BLOG with friends or relatives who could need our services to expand and make a difference.

Jade W. Dagher
Business & Wealth Strategist
Certified Management Consultant ©