Family Business

Our track record of successfully advising the owner-managers of privately held family enterprises provides us with an informed perspective on the unique challenges and opportunities faced by family-run businesses. Our psychological training provides the depth and safety to address the often difficult to discuss issues of multi-generational and/or sibling control, staffing and succession.

We consult on governance models, provide guidance when creating family boards and where necessary assist in crafting family constitutions. For companies that were founded on hand-shake deals and staffed by friends and family, we provide objective performance metrics and processes to transition from strictly family-dominated management models to senior teams that incorporate non-family leaders. We help families articulate philanthropic goals and resolve conflict about how to direct their giving.

At all times we preserve the legacies of founding families and work to insure that growth and change does not compromise their core values.