Leadership

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continuity audit

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Build a comprehensive action plan to support the long-term success of your family enterprise.

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Jobs vs. Wealth

Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.

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Growing up Green

Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.

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Philanthropy in Complex, Multi-Generational Families

For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—
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Mentoring the next generation

Popular news and culture is littered with stories of failed mentorship of the next generation – trust fund kids corrupted by inherited wealth, and young

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