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Services Provided
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We consult to family businesses on succession planning, family and management team development, strategic analysis, communication and conflict resolution.
We assist in the development of organizational structures that support the organization's goals, the family's goals, and those of the individual family members.
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We facilitate improvement of the abilities to manage family tensions and conflicts which impact on the business and on the family.
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Consultation Process
We use a team approach in consulting engagements working collaboratively with other business advisors such as accountants, lawyers, and bankers. The consultation format includes individual family business consultation, seminars & retreats.
We customize our services to meet the specific needs and situations of the client. By understanding the interrelationship between family and business dynamics, concerns and opportunities can be appropriately evaluated.
We normally meet individually with key members as well as with the entire family. The strengths of the family business are included as part of the holistic approach to resolve problems and identify opportunities.
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