What we do is help families, who own and manage businesses, improve working together as a team to meet long-term goals of business succession and family sustainability. We facilitate discussions and set up governance structures such as Family Business Councils, and Family Protocols where family members can dialogue and solve problems together. We train and coach individuals and families, both individually and within various settings i.e. mixed generational and singular generation meetings, on how to improve their business and family functioning. We often train family members in Stress Management, Emotional Intelligence, Communication and Conflict Resolution skills. We design and implement Governance Structures for the family and the business including family councils, family offices, family protocols and boards of directors. We design and implement conflict resolution processes for family shareholders.

The ability to communicate and solve problems well often helps the family deal with the very difficult issues of succession well. The goal most often is to increase business success, the health of the family and the health of each individual. We help the older and younger generation to preserve the family's legacy and values. By bringing the knowledge of Organization Development, Change Management and Family Therapy to the business family we can assist the leadership of the family and the business to develop the most appropriate succession, governance and organizational structures. Our goal is to promote both business and family health as well as wealth.

 

We work with the family and often their advisors such as attorneys, accountants, investment bankers, estate planners and others to facilitate the family's goals. In short, our objectives are to: -- Develop a family culture and governance structure that will sustain family harmony between siblings and cousins and promote business success. -- Effectively transfer business leadership from one generation to the next. -- To increase communication, trust and between family members. -- Create mechanisms that effectively resolve conflicts between family members. -- Create a Shared Vision across Generations for the Family and the Business -- Reduce family outbursts in business decision-making.