Family Business
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.
For companies founded on handshake deals and staffed by family members, we provide objective performance metrics to guide and clarify roles and responsibilities as leadership positions emerge.
We help family members determine the need for non-family positions and facilitate the creation of clear job descriptions.
We enhance daily management effectiveness at the organizational and individual levels, decode boardroom dynamics, and guide sound decisions about leadership and accountability.
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 assist families in articulating philanthropic goals—resolving conflict about how to direct their giving.
As psychologists with decades of experience advising high net worth families, we offer therapeutic support when confronting breaches of trust, falls from grace, and challenging relationships between blood relations and (current or future) in-laws.
We assist in re-integrating family members into the business after rehab.
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.
We address the challenges of perceived or actual disparities in paid and unpaid family work, giving voice to the various “burdens” that undermine a sense of fairness.
We identify opportunities for mentoring future leaders and their support staff.
We consult on governance models, give guidance when creating family boards, and assist in crafting family constitutions.
We counsel families on the human side of their investee companies — offering coaching for portfolio company leaders and advice for newly minted family members on how to manage operating partners responsibly.
We facilitate workshops and immersive travel experiences that create trusting multifamily groups.
We’ve worked with the Institute for Family Business in the UK, leading programs for their members in England and India. We’ve facilitated programs for 12 years for multifamily groups in Brazil, partnering with Instituto Geração, and served as advisors to JP Boissonnas, founder of the Geneva Patrimoine Network.
At all times, we preserve the legacies of founding families and work to ensure that growth and change do not compromise their core values.
