ChatDiagram
GENOGRAM

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.

UPDATED 2026-09-23
TYPEGenogram
USE-CASESuccession
EXAMPLEVineyard founder transition succession genogram
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CASE ANALYSIS

Scenario

A family business adviser is preparing a founder-to-child transition for a vineyard. The genogram keeps ownership, active roles, and the next generation beside the relationships that affect governance.

Key decisions

  • Founder control: Gabriel's visible 55% stake identifies the current control position.
  • Named successor: Marina is both CEO and the designated successor.
  • Active and inactive owners: Tomas works in operations while Lucia holds a non-active stake.
  • Next-generation pipeline: Sofia is shown as a cellar trainee rather than an assumed successor.

When to reuse this

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

FAQ

Frequently asked questions

Why is Marina labeled as successor?01
The scenario identifies her as the planned leader after the founder transition.
Does a smaller ownership stake mean Lucia has no role?02
No. This case only records that she is a non-active owner, not her future governance rights.
Why is Sofia shown as a trainee?03
It shows a real development path without assuming that she will inherit leadership.
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