Continuity Audit
Build a comprehensive action plan to support the long-term success of your family enterprise.
Policies
Related services
Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
Family Office Governance
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Related insights
-Podcasts
How can a shared vision create greater impact?
Fernanda Jaramillo and Ivan Lansberg talk about the importance of having a shared vision for family enterprises to successfully last from generation to generation
-Articles
How engaged is your ownership group?
Nicolas Hollanders explains what it means for family business owners to be engaged with the project.
-Articles
Stewarding businesses into institutions
In light of the many crises that haunt the daily news cycle, there is one segment of the corporate landscape that seems to be weathering the storm better than most: family businesses.
-Books
Generations Of Giving
“A thorough and powerful work, Generations of Giving: Leadership and Continuity in Family Foundations demands.
-Articles
How can I start the conversation about retirement with my parents?
Tools for the next generation to approach the retirement conversation tactfully with patience, strategy and smarts.
-Videos
How to approach Philanthropy
About one-quarter of our work relates to family philanthropy, most often as part of a complex family enterprise or family office.
Related advisors
Policies
Catalina Arango
Catalina works with partners and senior associates of the firm supporting client families to ensure the continuity of the family businesses.
Policies
Maria Cecilia Escallon
Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.
Nate Hamilton
Nathan is an accomplished executive with wide-ranging experience across a variety of private and not-for-profit organizations.
Education
Sharon Duguid
Sharon has been consulting and coaching internationally to privately held and family-owned enterprises for over 25 years.
Education
Christopher Robichaud
Christopher has over a decade of professional experience working at the intersection of education and practice.
Leadership
Lisa Lazarus
Lisa is a trusted advisor, strategist, facilitator, and executive coach who applies an equity lens to help families take action.
