Strategic Solutions

Strategic Solutions

  • 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