Our Approach:
Our team assists you in addressing strategic issues critical to the long-term success of your family and family business. We approach each client individually, offering tailored recommendations based on our extensive experience working with families.
Our Services Include:
- Developing Family Strategy: Crafting a clear path for long-term success by defining the family’s mission, vision, and core values.
- Family Business: Assessing and developing long-term goals for family-owned or managed businesses, involving all members.
- Family Governance: Designing and facilitating Family Councils or Assemblies to ensure transparency and efficiency in decision-making.
- Family Policies and Constitution: Developing family policies and a Family Constitution that ensure the continuity of the family’s values and goals.
- Family Talent Development: Preparing tailored development plans for family members to successfully fulfill their roles as leaders, owners, or board members.
- Personal Life Plans: Advising family members on their personal life plans and goals.
- Family Relationships: Supporting the development of team dynamics, improving communication, resolving conflicts, and successful negotiation.
- Wealth Management: Advising families on the impact of wealth on their lives and preparing the next generation for generational transitions.
- Philanthropy: Developing family philanthropy strategies that reflect the family’s values and goals.
Expected Outcomes of Our Services:
- Clearly Defined Goals: Helping families set and achieve clear goals for their collective work and business activities.
- Strategic Alignment: Developing strategies that align with family values and long-term plans.
- Talent Development: Working on the development of family talents that will support and enhance family activities.
- Governance Structures: Establishing clear structures and processes for making important decisions within the family.
- Preservation of Unity: Supporting positive relationship development and unity among family members.
- Responsible Wealth Management: Assisting families in becoming responsible stewards and builders of their wealth.
- Positive Impact: Collaborating with families to achieve a positive impact on society through their activities and philanthropy.
- Generational Transition: Preparing the family for a smooth generational transition, with the next generation ready to take responsibility.