Navigating the Complexities of Business Ownership

understand | manage | protect | grow

Research and resource management addressing the needs and challenges of trans-generational family business and enterprise ownership

Family enterprises are not like other businesses. Therefore, we can not treat these enterprises the same way we treat large public corporations. Yet, many professionals continue to underestimate the important role of family in business. We help families address the needs and challenges of business ownership and generational continuity

Working Relationships

Enterprise communication is a challenge in any context, and much more so in family enterprises. We can help you develop and implement strategic communication planning to facilitate productive working relationships across internal and external stakeholder groups.


All businesses undergo times of change. We help families navigate through inevitable transition stages, including succession, organizational exit, role (re) negotiations, and internal organizational change needs. We emphasize preparing and advising the rising generation to become good stewards of the family enterprise.


Governance structures and processes are used to direct and manage the family enterprise. We work with families to develop and maintain governance protocols and processes across family, business, and ownership interdependencies.

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