Family Business
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.
United or not? Family Businesses must choose now
“Moments of crisis can bring families together or they tear them apart – the choice is ultimately theirs…”
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.
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.
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.
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.
Succeeding Generations
Succeeding Generations provides a thoughtful and comprehensive look at the sensitive dynamics of leadership succession in family businesses.
Protecting the family legacy starts in the family office
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
We partner with your key advisors to support the family and the enterprise
As a result of our expertise, we are able to assist families across the spectrum of needs.
