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:

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”