What’s best for the family.
What’s right for your business.
We understand the importance of family businesses and the unique challenges they face. We’ve guided thousands of families around the world to work together to achieve a unified vision. And continue on the path to thrive for generations to come.
Succession & Continuity Planning
Build a Bridge to the Next Generation with a Solid Plan and Peace of Mind.
Communication & Conflict Resolution
Difficult Conversations Can Become the Rallying Point for Healthier Relationships.
Shared Values Add Harmony, Meaning and Strength to the Business Culture.
Organizing and Educating the Family
Find Common Ground, then Build a Solid Foundation for the Future.
Board Development and Search
Creating Your First Family Board, or Evolving it to be its Most Effective.
The plan you need now, for the future you want.
Managing today’s challenges while planning for the future isn’t easy. As specialists in all areas of family business, our advisors help you sort it out. We listen and learn first to find the solution that fits and the way to stronger families and businesses.What we do
Who we help
Thoughtful counsel for family firms, and those who support them.
Our consultants have helped thousands of enterprising families create a foundation for better business performance and stronger families. We also support the people and organizations that keep them vital.Learn More