Family Business

Governance & Leadership Transition
$0.00

For companies that were founded on hand-shake deals and staffed by friends and family, we provide objective performance metrics and processes to transition from strictly family-dominated management models to senior teams that incorporate non-family leaders.‍ ‍

Our track record of successfully advising the owners and managers of privately held enterprises provides us with an informed perspective on the unique challenges and opportunities faced by family-run businesses.

Estate & Philanthropic Advisory
$0.00

We guide the next generation’s preparation for inheritance and create the conditions to (openly) discuss estate planning. We work alongside trust and estate attorneys when dynamics become complex, and we also assist families in articulating philanthropic goals and resolving conflict about how to direct their giving

Successions & Family Dynamics
$0.00

Our psychological training provides the depth and safety to address the often difficult to discuss issues of multi-generational and/or sibling control, staffing, and succession planning

Multi-Family Programs & Global Partnerships
$0.00

We have facilitated workshops and immersive travel experiences that create trusting multi-family groups.

At all times, we preserve the legacies of founding families and work to ensure that growth and change do not compromise their core values.

Clients