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:
“His teaching stories from experience with other business families were extremely helpful. Provided our group with clarity about our goals and roles as directors and shareholders.”