Help Addressing the Issues that Family Businesses Face

When business, finances, and property become intertwined with family relationships, life can become difficult and complex to the detriment of both business and family. With family businesses, trusts and estates, or complex property ownership, there is a need to sort out business dynamics and family relationships.

Through coaching, mediation, and consultation, we work with clients to:

• Assess family issues for their impact on business and finances
• Assess business and financial issues for their impact on family relationships
• Ensure continuity planning and generational succession
• Facilitate family-business retreats
• Guide strategic planning
• Create and facilitate:
  • Business processes
  • Family councils and family meetings
  • Shareholder councils
  • Boards of advisors/directors
  • Codes of conduct
• Resolve family business disputes
• Develop effective organizational goals and roles
• Establish processes for mediation and conflict resolution
• Sort through and clarify complex family and business issues
• Build strong communication skills and trust
• Develop entry and exit criteria
• Create and guide leadership and career development programs
• Design and monitor performance appraisal systems
• Establish and coach teams
• Clarify roles and responsibilities
• Assist in designing compensation models
• Exit Planning; Transform a retirement into a dynamic “pro-tirement”

Set up a consultation with us to discuss your unique family business needs.