We have significant experience in the unique challenges of family businesses. In addition to the above services, we offer the following services which focus on the functioning of both the family and the business:

• Strengthen the ability of the family to manage and lead the business
• Assess family leadership and fit with the business roles
• Help create and develop a Board of Directors
• Assist with inter-generational alignment and transition
• Clarify values for both the business and the family
• Enhance the integration of family and non-family employees
• A roundtable for established family business presidents/CEOs who face retirement planning, exit planning and generational transition as the next major challenge for the organization.
• A roundtable for named successors/newly promoted family business presidents/CEOs.