Unity and Vision

Unity and Vision

Enhancing Unity and Vision

  • Establish a shared vision and build commitment
  • Capture advantages of unified family ownership
  • Match growth opportunities to business and family goals


  • Creation of family charters and constitutions
  • Family partnership agreements
  • Policy development (e.g., family employment and compensation)

What clients tell us:

“Enabled our family shareholders to support building a more effective board, as well as to clarify long-term goals and reaffirm confidence and commitment as owners.”