Our Work
Our work is the natural complement to that of the family’s other professionals including legal, accounting, financial and investment advisors.
We work with a family and its advisors to ensure the same professionalism and focus is being invested in preparing family members and heirs to receive the wealth as is put into managing the wealth itself.
FAMILY OWNED BUSINESSES
Boards of Directors – forming, transforming, joining and chairing
Strategic Business Planning – Facilitating conversations around alternate futures for the business
Shareholder Role & Management – Organizing forums for information-sharing and decision-making
Business Succession & Continuity – Helping families be great owners and grow excellent leaders
Sale of Family Business – Coordinating and facilitating the complex legal and financial aspects as well as the emotional considerations for the family
Family Business Education – Helping generations build competencies in business ownership, collaboration and management
Family Business Management – Bringing best practices in family business management to the owned enterprise
Non-Family Management – Facilitating the transition to non-family leadership in the business, whether by design or while waiting for the rising generation to step up
FAMILY HUMAN CAPITAL
Coaching & Mentoring – working one-on-one or in groups to grow the human capital of the family
Family Meetings & Councils – organizing and facilitating the meetings where families convene, strengthen relations and make decisions
Legacy, Values & Mission – facilitating the exploration of common bonds and inspiring differences to help frame the family’s future
Leadership & Talent Development – growing great leaders in the rising generation in order to ensure the continuity of family requires focus on skills development and nurturing individual aptitudes
Governance Structures – organizing for optimum impact without creating overly-bureaucratic structure
Philanthropy & Social Responsibility – leveraging wealth for the benefit of the greater good to provide rich opportunities for learning, collaboration and social impact
FAMILY OFFICE
Assessment – Working with current family office leadership and the family to map capabilities with needed services; comparing against best practices and assessing alternative models for meeting family needs.
Structure & Services – Streamlining, outsourcing, automating, consolidating and collaborating with other like-minded families to improve the delivery of family office services
Transformation – Over time, family offices may fail to evolve with the needs of the family as it grows. Realignment to fit today’s family can provide dramatic improvements
BEING WEALTHY
Sudden Wealth – Helping the recipients of unexpected wealth integrate it into their lives
Preparation of Heirs – Focusing on helping heirs master the special skills required to be a great beneficiaries and pursue their dreams
Trustee/Beneficiary Education – Helping beneficiaries and trust creators understand the profound impact trusts can have on their lives so they can live better with them.