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Genogram · Family business · Succession

Vineyard founder transition succession genogram

This succession genogram maps a vineyard as both a family and an operating business. Gabriel's founder ownership, Elena's board role, Marina's CEO role, and the other children's stakes are visible beside marriages and the next generation.

種類 ジェノグラム規格 McGoldrick, Gerson & Petry (2020)エンジン schematex-genogram更新日 2026/9/22
Vineyard founder transition
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依頼内容

“Create a three-generation succession genogram for a family vineyard. Gabriel, born 1946, is founder with 55% ownership; Elena is board chair. Their children are Marina, CEO with 30% and the named successor; Tomas, operations leader with 10%; and Lucia, a non-active owner with 5%. Show Marina's daughter Sofia as a cellar trainee, plus the spouses and children shown in the family.”

次はこちらChange Gabriel's 55% stake to a family trust.Add Lucia to the vineyard board.
この図に含まれるもの

図の背後にある意思決定を読み解く。

01Founder control

Gabriel's visible 55% stake identifies the current control position.

02Named successor

Marina is both CEO and the designated successor.

03Active and inactive owners

Tomas works in operations while Lucia holds a non-active stake.

04Next-generation pipeline

Sofia is shown as a cellar trainee rather than an assumed successor.

Use this format for a founder-led operating business with several child shareholders and one planned operating successor. Confirm ownership and estate documents separately.

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よくある質問

よくある質問

Why is Marina labeled as successor?

The scenario identifies her as the planned leader after the founder transition.

Does a smaller ownership stake mean Lucia has no role?

No. This case only records that she is a non-active owner, not her future governance rights.

Why is Sofia shown as a trainee?

It shows a real development path without assuming that she will inherit leadership.