Enhancing Unity and Vision
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Establish a shared vision and build commitment
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Capture advantages of unified family ownership
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Match growth opportunities to business and family goals
Services:
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Creation of family charters and constitutions
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Family partnership agreements
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Policy development (e.g., family employment and compensation)
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”
