Family Enterprise Office

What to Expect

Many see the navigation of overlapping complexities in families, business, and wealth as a challenge that is too difficult to hold together.

We see it as an opportunity to grow all elements of wealth.

What to Expect

Our work, is guided by our core principles and achieves transformative outcomes and lasting change for our family enterprises.

Our client is the family, defined by the family, and we keep the long-term success and sustainability of the family front and center in our work.

Each step — from the understanding of goals and assessment of challenges to the implementation of needed actions and changes — includes the voice, interests and views of the family. The family must own the decisions they make with our assistance, so our work with families is highly collaborative.   

What does a collaborative working relationship look like?

  • We share responsibility with our client for achieving the family’s and ownership group’s objectives. 

  • We provide advice, education, assessment tools, analysis of their situation, research insights, and benchmarking measures to help our clients achieve their desired path.

  • We guide and facilitate important family, ownership and management discussions, describe practices that have been successful for other families and companies, recommend tailored solutions that we believe will be useful, and offer analysis and insights around a family’s particular choices.

With our support and guidance, our client makes the ultimate decision for which changes and actions to take.

We take a systems approach.

We describe to our clients their integrated family enterprise system, mapping how the family's activities and organizations, key people, and various groups interact-and either perform well or are challenged. Real transformation and sustainability is achieved when all groups in the system improve their functioning and achieve alignment around their goals and interests.

We recognize transition stages and the trajectory of the system.

Understanding transition stages of the family, ownership group, business and other organizations, and the trajectory the system is on, helps us to address the issues the system currently has, and to prepare the system for the issues it will likely encounter. Our proprietary approach helps build holistic, lasting improvements for the entire system over the long-term.

We coach the family enterprise systems.

This building of skills helps family members constructively and respectfully communicate, negotiate, problem solve, and work together. We strive to implant in our clients' systems the understandings, processes, skills and customized best practices that reduce their dependency on our involvement and enhance their confidence and self-reliance to chart their own course and address the issues they face.

We practice confidentiality.

In all aspects of our client work, we do not use client names in public, unless a client is public about our relationship. We maintain the privacy of individual comments unless we have permission to share them. Within our firm, only colleagues connected to a client project may know the guarded information related to that work.

We Value

CourageHonestyFlexibilityHumilityWisdomRelationshipsHumorCreativityBalancePersonal Development

Our Communication Philosophy

Put It In Writing
Say It In Person
Listen to People
Respond Respectully