We are here to help you get to the 6th generation and beyond of family ownership and stewardship.

Based on decades of experience working with, educating, and researching enterprising families from around the world, we can support you in your journey to strengthen your family capacity to enable business continuity.

Our areas of expertise include succession planning and execution, family business strategy, family and business governance, ownership development, preparing the rising generation, family relations and conflict resolution, and family philanthropy. Explore our service areas below.

  • Family Enterprise Advisory

    We advise enterprising families with expertise, experience, and independence, supporting them through any challenge at the family, business, and ownership levels. We support families in developing a family strategy that aligns with their values and purpose. We ensure succession preparedness for a harmonious and successful generational transition. We facilitate family meetings and assist the family in relationship building and conflict management. Learn more about our consulting process, and the consulting services we offer.

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