Our Services

Our Services

Family Business Retreats

Our creatively planned retreats can be a half day to an entire weekend of structured interaction and humour-filled learning. Whether celebrating a successful year end with extended family shareholders; engaging your management team in strategic planning; or jump starting your succession planning process — our facilitated retreats will inject your memorable occasion with positive energy.

Performance Reviews

Family firms are notorious for not formally evaluating next generation members working in the business. Well executed reviews are one of the most important development tools for next generation growth and success. Using a wide array of professional tools, we assist family firms to benchmark not only work output and performance quality but more importantly help assess, train and monitor their leadership skills.

Personality Profiling

Using a spectrum of diagnostic instruments, we help individual family business members assess their unique strengths and personality differences. We have found personality profiling to be an essential foundation for non-judgmental communication; for developing next generation leadership; and for enhancing management team effectiveness.

Formal Facilitation

Emotionally laden agenda can benefit from professional facilitation in order to achieve closure on decisions, or to maintain momentum, or to resolve conflict. At times a neutral professional intervention is needed to guide the complex transition process and also assist in fostering family harmony.