For families
For families in business & families of wealth
Governance
Governance is built to reflect each stakeholder’s place in a way that meshes with the reality and vision and values of your family business.
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Succession
We bring strategic succession and continuity planning to your business. Instead of being reactive, we help you shift to a proactive mode.
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Family wealth
This includes community work and your family’s capacity to enjoy favorite activities. These sustain your family business culture.
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Leadership
Past authority and communication shaped your business leadership. Reorientation to meet current and future needs builds strength.
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Family meetings
Special meetings are pivotal in the history of the family. We use ceremony to involve family in positive aspects of life and to foster dialogue.
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Next generation
Every successful family business shift from founding to next generations. This brings deepening appreciation of self and others.
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Safe environments and tools for families assure effectiveness in succession planning and other transitions.
Through our ability to foster a shared vision and build trust in the family, we guide families through a process of addressing challenges and building sustainability. We combine a professional approach to family business services. We focus on multigenerational planning with attention to the delicate issues that arise in families of wealth and families in business.