Organizing and creating family governance encourages alignment and strengthens connections to the enterprise and each other. Working with experienced advisors can help your family clarify family culture, vision, roles, and expectations and plan relevant ways to keep your family engaged over time.
How We Can Help
Analyze Ownership & Family
We review shareholder agreements and family structure to understand relationships and business impact.
Gather Insight from Key Stakeholders
We represent all stakeholder interests and gather input on objectives from key family stakeholders.
Build the Structure
We structure governance, develop organizational policies, develop process rules and expectations.
We address stakeholder expectations and help them align on a shared vision.
We evaluate the company’s financial health and anticipated impact on family decision making.
Implement and Facilitate
We facilitate family council meetings and provide educational content.
Clarified Roles and Process for Better Decision Making
When we give structure to family and process it clarifies involvement, helping family members align and give clear direction with one voice to business leadership. It also has the added benefit of helping to define the difference between business leadership and ownership.
Our solutions encourage active participation by giving family members responsibilities and learning opportunities. This can build your family factor and increase a sense of ownership that goes beyond holding shares.
In the end, our advisors will develop a customized plan for your family that might include such structures as the:
Since 2003, Continuity Family Business Consulting has helped families around the world build connected, intentional and productive futures. Headquartered in Boston, our advisors offer extensive experience and training in business, family systems, and conflict management.
We know how to effectively integrate the expertise of estate planners, CPAs, key non-family executives, and family business stakeholders – both in and out of the business – to produce plans that work as well for the business as they do for the family.