Build a Strong and Lasting Family Business
Family businesses thrive when they have the right foundation. Strong governance, clear agreements, and strategic leadership ensure success for generations to come.
Secure your family’s legacy with the right strategy
Most family businesses face challenges in governance, succession, and family dynamics. Without proper guidance, these obstacles can turn into unnecessary conflicts that affect both the company and family relationships.
There is a better way
We help you establish solid structures, strategic agreements, and effective leadership plans to ensure the long-term success of your family business. From governance and succession to conflict resolution, we craft personalized solutions that address the specific challenges your family business faces. We are one of the few companies in the world to contribute new tools to the family-enterprise field. Using our own Iceberg Analysis methodology, we help you focus on the deeper layers of your family system—where the most significant changes happen—to create a stable and lasting foundation for success.
Our services
Strategic solutions for family businesses
Success in a family business should not depend on improvisation but on a clear strategy and the right support. At Fidelius, we offer three key services to help you manage every aspect of your family business
Family Business Consulting
Guiding business families to success and happiness. We begin with a comprehensive diagnostic to identify your family’s true priorities and challenges, unlocking new ways for the family to work together.
Family Office
Services
Managing day-to-day tasks and responsibilities requires expert coordination. From organizing the Family Office to accounting, property management, and overseeing daily operations, we handle all the details so you can focus on what truly matters.
Wealth
Solutions
Managing and growing family wealth requires more than just financial expertise—it demands a strategy that aligns with your family’s values, vision, and long-term goals. We guide you through the complexities of wealth preservation and planning, making sure that your family’s financial future is secure for generations to come.
Whether you’re looking to expand or diversify your investments, we can provide opportunities and connections that will help you align your investment strategy with your family’s long-term vision—ensuring smart, strategic decisions.
Our Team
Your family, your business, our commitment
Family businesses are built on values like trust, commitment, and a shared vision. We believe these same principles should be reflected in our team. We are a passionate group of family business experts, uniquely combining experience in business, strategy, and family relationship management. Our goal is to help you turn challenges into opportunities for growth and family harmony.
Rodolfo Paiz
CEO & Founder
“Finding the balance between Family, Business and property is essential for a family business to be successful”
With 20 years of experience consulting for families across various countries in the Americas, he focused his master’s studies on family businesses and international finance, earning the Presidential Recognition, the highest honor awarded by the institution. These foundations complement his deep passion for continuous learning. Rodolfo has remained at the forefront of our professional field, educating both families and fellow consultants over the past 20 years. He was also the first donor to FFI’s GEN Program, which has now graduated over a thousand consultants. Additionally, he is one of the very few worldwide to have earned all four certifications in family business advising.
“The family adds potential, reach, and synergy. Their greater complexity creates more capability. But you must be able to manage that complexity well to enjoy its enormous benefits.”
Let us help you succeed
Every successful family business starts with a conversation. Let’s discuss your challenges, your goals, and how we can help you create a legacy that lasts for generations.
