Who We Serve

Family Businesses

We work with businesses that have family relationships interwoven with management and/or ownership decision-making. Our clients are owner-managed, multi-generational and multi-branch (e.g. siblings, cousins) family businesses, typically with a degree of complexity and a desire for advice regarding managerial or ownership transitions. Our services include conflict management, family and corporate governance development, succession planning and organizational and leadership development.

We work with family offices of all types: Independent or embedded (connected to the family business) single family offices, multi-family offices and families considering whether family offices are right for them. We also provide training and case consultation to family office advisors and leaders to educate and advise them on family governance,  family dynamics and conflict management.

Family
Offices

Family
Offices

We work with family offices of all types: Independent or embedded (connected to the family business) single family offices, multi-family offices and families considering whether family offices are right for them. We also provide training and case consultation to family office advisors and leaders to educate and advise them on family governance,  family dynamics and conflict management.

Affluent
Families

Many affluent families benefit from our work in wealth integration – the process of successfully integrating wealth into their lives, we assist them with family governance and legacy planning as their next generation is brought into the conversation. This can include managing conflict, organizing around philanthropy, and coaching heirs to prepare for the impact of wealth on their productivity and well-being.

Conflict is woven into the fabric of family enterprise and families can benefit from help managing the complexities inherent in their situation. We help families manage different perspectives and goals regarding their wealth, business and legacy. We distinguish between dispute resolution, which can be resolved through mediation and other approaches, and systemic conflict, which requires a strategic approach for long-term management.

Families
in Conflict

Families
in Conflict

Conflict is woven into the fabric of family enterprise and families can benefit from help managing the complexities inherent in their situation. We help families manage different perspectives and goals regarding their wealth, business and legacy. We distinguish between dispute resolution, which can be resolved through mediation and other approaches, and systemic conflict, which requires a strategic approach for long-term management.

Let’s Get Acquainted

We look forward to meeting you to talk about how our work can be helpful to your family and your enterprise.

Contact Us