Ownership and Governance​

Our Approach: Our team helps clients develop and implement strategic business initiatives that are critical for the long-term success of their businesses. We take an individualized approach to each client, providing tailored recommendations based on our extensive experience working with family firms.

Our Services Include:

  • Business Strategy Development: Creating a clear path to achieve business goals by precisely defining strategies aligned with the business’s mission, vision, and values.
  • Developing Mission, Vision, and Values: Defining the core principles that guide business operations and direct decisions and activities within the company.
  • Board of Directors (BoD) Assessment and Design: Assisting in evaluating, designing, establishing, and facilitating the Board, as well as recruiting new members.
  • Training and Development for Family BoD Members: Preparing and developing family members who are part of the BoD to effectively perform their roles and contribute to the business’s success.
  • Succession Planning for Senior Leadership and BoD: Developing succession plans to ensure smooth and efficient transitions in key positions.
  • Talent Development, Career Planning, and Performance Feedback Processes: Working on talent development, career planning, and establishing feedback processes for both family members and non-family managers.
  • Recruitment, Development, and Retention of Non-Family Talent: Assisting in recruiting, developing, and retaining key non-family talents crucial to the business’s success.

Expected Outcomes of Our Services:

  • Clearly Defined Business Strategy: Helping businesses set and achieve clear business goals through strategies aligned with their mission and values.
  • Efficient and Functional BoD: Assisting in establishing and maintaining a Board that effectively leads and manages the business.
  • Smooth Generational Transitions: Ensuring smooth leadership and Board transitions through carefully planned succession.
  • Talent Development: Working on the development of key talents within and outside the family to ensure the long-term success of the enterprise.