Family Dynamics & Cohesion
Keeping family communication clear and direct cultivates cohesion and sets a vision that fuels growth in the family and the enterprise. Working on family dynamics can be as simple as having a crucial conversation to as complex as implementing a family governance plan designed to last for generations.
Family & Business Transitions
Identifying, planning and executing a transition within a multi-generational family enterprise is a complex and often continual process. Establishing and communicating a process for transitions of ownership, key executives or family governance leadership allows the family and enterprise to understand, trust and to some degree control every step.
Family Meeting Planning
Family meetings encourage direct conversations across generations. Building trust, sharing critical information, having fun, developing and implementing plans are all part of good family meetings. Including a third party facilitator helps frame the agenda and keeps the conversation moving and productive.
Board Development & Evaluation
The role of the board evolves within Family Enterprises with each generation. Developing the family directors, selecting independent directors or evaluating board performance takes a systematic approach in order ensure that you have objective, thoughtful and effective directors.
Next Generation Engagement
Engaging the next generation is vital to a multi-generational family enterprise. The goal of this work is to develop stewards, potential executives and most importantly contributing family members so that the family and enterprise thrive with new ideas that can navigate today’s complexity while rooted in the family legacy.
Additional services include: