Manage family business dynamics from one place

Equimerio®  promotes dialogue within the family business.

Personal onboarding          No credit card required

Clarity and connectedness within the family business

Visual interaction

Make scenarios visually understandable and discussable with various interactive, clear and simple tools.

Everything in one accessible place

Important documention and information for the family business in one convenient place.

For the success of the family business

The tool supports family business, advisor, professor and students during the process. Together with the tool, you make progress.

“With these advisory tools, we are able to clearly visualize all the diverse scenarios and dilemmas within the family business, which helps us and our clients make changes understandable in a simple way.”

Martin Hoskens, Partner in Accounting and Family Advisor

 

Equimerio advisor explains three circle model

Digitalize the consulting process

Deepen and broaden the relationship with your customer

Equimerio®  supports notaries, accountants, financial advisors, tax advisors, organizational advisors, lawyers and all other advisors who come into contact with the family business to strengthen their position as trusted advisors

“The equimerio®  tools are useful tools for estate planners from notarial and other disciplines. For example, in gaining more insights from systems thinking. With these they can better connect to the dynamics of the entrepreneurial family and contribute to preventing emotional bottlenecks in the execution of estate planning. That only makes an estate planner’s profession all the more wonderful.”

Paul Schut, Partner at Schut & Bruggink Estate Planners and lecturer for several professional organizations and educational institutions

Key issues on the line

A starting point for your family business

With equimerio®  you have all important information in one place and create a central base for your family. This allows you to work together more effectively, grow and pull together as a family and a business.

Making choices does not happen automatically

Take your family to the next level by discussing delicate topics. Instead of ambiguity around succession, manage it together. Increase connectedness and togetherness.

Give everyone their proper place within the company, manage expectations and navigate your family toward clarity.

The biggest advantage? Thanks to a practical approach, everyone understands what it’s about and you avoid getting trapped in complexity.

Students use equimerio

Learning by doing

New knowledge for a new generation

Strengthen the connection of education and research with equimerio® . Thanks to the toolset, knowledge can be applied more effectively in practice and students better understand how family businesses work. Provide targeted knowledge development as a foundation for the future of the family business in the Netherlands.

What tools does the equimerio® toolset offer?

Three Circle Model

Visualize the different roles members have in the company.

Legal Structure Diagram

Describe relevant components of the legal structure in the company.

Genogram

Visualize the relationships in the family structure and make them more understandable.

Orgchart

Build the internal organizational structure with responsibilities for all officers.

Scenario manager

Define possible scenarios for future changes. 

Document manager

Store all relevant documents and link them to individuals in an organized manner.

Logbook

Record the course of counseling sessions and use them for reporting services.

Comprehensive Overview

The homepage of your clients provides a comprehensive overview of all relevant components.