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:

Relates well to both senior and younger generations of owners and heirs. Understands the practical, business and value-focused motivations of senior leaders, as well as how to enable our younger generation to increase their engagment, appreciation and learning as owners ... so that they develop informed voices and grow as valued contributors.”