
Our Work with Family Businesses
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. 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 advise family businesses on daily management, at times, literally offering family therapy in the boardroom. We consult on governance models, provide guidance when creating family boards and, where necessary, assist in crafting family constitutions. We have facilitated workshops and immersive travel experiences that create trusting multi-family groups.
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. 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.
We have been active with the Institute for Family Business in the UK, and have co-lead programs for their members in England and India. We have facilitated numerous programs over the last 12 years for multifamily groups in Brazil, partnering with Instituto Geração, and we’ve served as advisors to Jean-Pierre Boissonnas, founder of the Geneva based Patrimoine Network.
At all times we preserve the legacies of founding families and work to ensure that growth and change does not compromise their core values.
