Family and Business

Planning for Family and Business

  • Anticipate transition challenges for the business, your family and yourself
  • Create your unique roadmap to build support and guide progress
  • Reinforce owner commitment and informed reinvestment decisions


  • Custom processes for clarifying and aligning business and family goals within a system of governance

What clients tell us:

A skilled facilitator who led our family in how to work together, so that at the end of a project we could say: 'We did this ourselves.' That way we didn't just learn about ownership, we took more ownership responsibility ... within our respective roles, for stewardship and for helping shape our futures”