Families must work pro-actively to ensure the future of their business and of the family members working in it. It is often an emotional and draining exercise requiring the objectivity of an outside facilitator.

In this process, families identify the gaps between where they are and where they want to be. They develop a strategic plan for the business as well as a family strategic plan to define participation in the business by family members. They build a succession plan for transfer or ownership and management of the company. We work with the family’s legal and financial advisors to ensure that the estate plan facilitates both the founder’s retirement and the transfer of assets fairly among his or her heirs.