For more than 25 years, we've worked with enterprising families around the world to achieve one goal: build a strong foundation for the family and the enterprise that lasts for generations. We match best practices and innovative approaches to the unique challenges and opportunities you face. This means helping your family work together more effectively to secure your legacy and continue to grow.
Relationships, management, ownership and governance all impact the health of the enterprise and harmony of the family. But research shows that careful planning and smart structures result in better outcomes. We find where improved processes, education and communication will strengthen every area of your business and family.
Relationships, management, ownership and governance all impact the health of the enterprise and harmony of the family. But research shows that careful planning and smart structures result in better outcomes. We find where improved processes, education and communication will strengthen every area of your business and family.
Services
Fewer than 30% of successful family businesses make it to the third generation, and fewer than 15% make it through that generation.* Growing complexity can complicate family relationships and become a barrier to the long-term sustainability of the business. Working with family businesses and offices, we prepare you to manage every facet of the coming transition.
When owners are informed, involved and committed, everyone contributes to the success of the enterprise. We show families how to accomplish this through a combination of education and structures designed to keep owners engaged. The result - better business outcomes and healthy relationships. We identify the biggest opportunities for establishing agreement on key business issues.
Family enterprises are the beating heart of our economy. They provide families with emotional as well as financial rewards unlike any other venture. At the same time, they come with their own unique and complex set of challenges and opportunities. A family enterprise may be local or global, spanning from the founding generation to the fifth and beyond.
Over time, enterprising families will grow their financial, intellectual, social and human capital. We work with families to articulate their vision for the future of their capital. Then we help them implement plans, processes and structures that ensure the continuity of both family financial assets and family relationships.
If you serve families in business or with shared assets, you've likely seen their challenges up close. You know they can hinder a client's ability to act on your professional recommendations. Some conflicts can even threaten the longevity of the business and the long-term harmony of the family.
With more than 25 years' experience working with family businesses, we can help you understand those challenges and their impact on critical business, wealth and estate decisions.We can also partner with you to work directly with the family. Our team brings a breadth and depth of expertise in crucial areas of family business like governance, leadership, communication and group decision making.
With more than 25 years' experience working with family businesses, we can help you understand those challenges and their impact on critical business, wealth and estate decisions.We can also partner with you to work directly with the family. Our team brings a breadth and depth of expertise in crucial areas of family business like governance, leadership, communication and group decision making.
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