Our Focus:
In collaboration with our clients, we develop individualized solutions that strengthen inter-personal relationships and grow family businesses.
Some of the results our clients have achieved include:
- Stronger inter-generational communications
- Management of family conflict and tension
- More respect and trust between family members
- Happier family gatherings at the holidays
- Development of a family code of conduct
- Development and successful Family Meetings
- Effectively dealing with the extended family
- Leaving a family legacy
- Recording of family history and business experiences
- Proper application of what is fair to next generation
- Written family statement on family values
- Successor Development
- Drafts of buy and sell agreements
- Establishment of the requirements for family members entering and leaving the business
- Leadership Development and a written learning policy
- Development of “benchmarks” for family business advancement
- Identification of difference of ownership and management
- Establishment of a mentoring program
- Defining risk tolerance of each stakeholder in the family business
- Maximizing business value
- Assistance in selecting the right estate attorney and other advisors
- A written ownership succession plan
- Development of a management succession plan
- Identification and implementation of a Draft Shareholder’s Agreement
- Organizational chart development
- Workplace policies and procedures
- Operational Assistance
- Defined Rules and Roles for family members working in the business
- Customized compensation and incentive programs
- Career path development for the “next generation”
- Practical solutions for organizational concerns
- Development and defined execution of a Business Strategic Plan
- “How to” strategies for personal and business implementation
- Establishment of a Board of Directors or Board of Advisors
- More efficient hiring process of family and non family employees
- Formal evaluation process for the family business
- Being the resource for finding other professionals of different competencies
- Stronger, more efficient businesses
- And much more!
To learn more how we can assist your family and family business:
