• Assess family, business and ownership structure, during a discovery phase, in order to tailor a specific plan to the very unique situation of your family business
• Develop and clearly articulate a family's vision and mission for itself and its enterprise
• Select and develop successor and next generation owner-managers
• Plan and implement the multi-year succession process successfully
• Coach leaders (CEO, next generation, CEO-spouse) in effective leadership roles and timely role transitions
• Develop family business strategies
• Promote growth opportunities that sponsor business continuity
• Build family and non-family top management teams
• Build a value-adding board of directors or advisors
• Design and facilitate effective family retreats and family business meetings
• Build and facilitate family councils
• Write an employment/participation policy for family members in the business
• Promote ample communication between management, owners, family branches, and key employees
• Build an effective ownership team
• Write a family business constitution
• Facilitate often difficult conversations and planning regarding ownership and wealth transfer
• Work with your other advisors (e.g., legal and financial) to build a coherent overall generation transition plan that may include trusts, different classes of stock, buy-sell agreements, etc.
• Teach/train family members in the different roles and responsibilities of ownership, management and family stewardship
• Learn and implement global best practices of family business management

Services performed on a fee or project basis