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:

Helped our board and senior leaders keep a sharp focus on the needs of the business, and at same time kept an essential level of sensitive awareness and patience in the process. Not an easy transition for the family at the time, but all of us are pleased with the results produced by our first non-family CEO.”