Services

Drawing on over two decades of experience, we specialize in guiding medium to large family enterprises through major transitions and transformations. Central to my mission is assisting families in future-proofing their enterprises, maneuvering through current uncertainties, tackling intricate challenges, and capitalizing on opportunities across various facets of family enterprise systems encompassing family, business, ownership, and wealth matters. With decades of experience, we possess an unparalleled understanding of the nuances inherent in family enterprises, garnered from collaborating with esteemed families and enterprises worldwide. Our approach is characterized by a keen ability to swiftly comprehend complex dynamics, coupled with adept facilitation of conversations and processes, enabling us to deliver pragmatic guidance tailored to the unique needs and aspirations of the families we serve.

Family strategy

Our expertise lies in guiding families to articulate and enact their mission and vision while fostering unity, relationships, and effective governance to achieve their objectives. Through our comprehensive family strategy services, we support families in defining their core values, assessing long-term goals, and establishing governance frameworks like Family Councils. Additionally, we offer personalized counseling on personal life plans, family dynamics, and wealth management, ensuring readiness for generational transitions and future challenges. Drawing on over three decades of experience, we blend customized recommendations with research insights and best practices to facilitate clear goals, cohesive strategies, talent development, robust governance, and impactful societal contributions, facilitating smooth transitions across generations.

Business strategy

Our services specialize in guiding organizations—be it businesses, family offices, or family foundations—in defining and executing their mission, vision, and strategic objectives, while also preparing for future changes and generational transitions. Our business strategy offerings encompass a spectrum of tailored solutions, including business strategy development, board assessment, recruitment and development, succession planning, talent development, and executive compensation advisory. By integrating our services across family, business, ownership and wealth, we ensure a comprehensive approach to strengthening organizations, fostering talent, and enhancing governance structures to drive achievement of organizational goals.

 Ownership strategy

We specialize in aiding families to craft and execute a robust portfolio of assets and initiatives, alongside establishing an optimal ownership framework, governance structure, inheritance plan, financial strategy, and owner talent to fortify the organization and enhance the overall system. Our ownership strategy services encompass a breadth of offerings, including formulating ownership strategies, creating long-term plans, delineating owner roles and responsibilities, facilitating governance forums like Shareholders Councils, and refining shareholder agreements and policies. Additionally, we provide guidance on dividend policies, board member selection, ownership structures, ownership transfer strategies, and shareholder buyout processes. Through education, preparation, and development initiatives, we empower owners to effectively fulfill their roles.

 Family Office and wealth strategy

Our role involves aiding families and family offices in evaluating their entire asset portfolio and crafting a comprehensive wealth strategy to foster financial growth across generations while nurturing desired value creation. This entails analyzing business and family portfolios, projecting future growth scenarios, and recommending investment strategies. We also provide support in designing, implementing, and evaluating Family Office structures tailored to the family's needs, encompassing organizational setup, governance, operational efficiency, client service, and multigenerational strategies. Our advisory services extend to defining the family office's purpose and role, designing its organizational structure, implementing effective governance models, identifying leadership profiles, achieving operational efficiency, and facilitating succession planning. Through periodic audits and assessments, we ensure the family office's continued alignment with the family's evolving needs and objectives.