- Discover and articulate your family’s vision, mission and values
- Facilitate family meetings to establish goals and priorities
- Develop family business succession strategies
- Build effective boards of directors and/or advisors
- Construct and guide executive teams of both family and non-family key managers
- Facilitate ownership and leadership transitions
- Select and develop successors
- Find meaningful roles for senior generations after transfers of ownership and leadership
- Establish and coach sibling and cousin ownership teams
- Reinforce the importance of and improve family relationships and communications
- Work with your team of advisors to integrate family and business goals into sound legal and financial plans
- Teach parents and children to deal with the challenges of inherited wealth and career paths