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Advisory Services

Advising owners, executives and directors of family owned companies

  • Assisting companies in diverse industries with revenues ranging to over $100 million
  • Identifying and resolving family issues that affect business planning and management
  • Developing approaches to competing globally while maintaining family character
  • Structuring board memberships and functions
  • Strengthening family and non-family management teams

Developing strategic frameworks for succession planning or reorganization

  • Setting goals for business growth and family ownership continuity
  • Evaluating options and selecting strategies for smooth management transitions
  • Assessing successor readiness and planning programs to strengthen executive capabilities
  • Selecting and coordinating providers of professional services

Supporting attorneys, financial professionals and others serving family business clients

  • Reducing family dynamics barriers to financial and legal planning and plan implementation
  • Interfacing estate, business and succession planning
  • Developing full-service advisory teams

Educating and motivating business and professional organizations and family business owners and stakeholders

  • Conference keynote addresses
  • Planning and review retreats for families and executives
  • Education/motivation activities for key clients
  • Facilitation of family council meetings and retreats
  • Seminars for family business centers and institutes
  • Guest business school lectures


  • 10 Essential Steps: An Introduction to Ownership Continuity and Management Succession In Your Family Business
  • Generations Together: Strengthening Communication and Minimizing Conflict In Your Family Business
  • Getting the Board On Board: An Introduction to Productivity, Efficiency and Effective Decision Making by Directors of Your Family Business
  • Unsticking the Sticking Points: Solving Planning Problems in Your Family Business

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