Family Enterprise Consulting
We closely collaborate with enterprising families who seek to better manage the complexity of their shared activities toward sustainability and positive relationships.
Our consulting services meet you where you are. Whether you are building wealth and seeking stronger communication and continuity with your children, or part of a multi-generational family working to align around shared purpose, roles, and direction. We help you structure conversations that are often difficult to begin, so uncertainty gives way to shared understanding.
By integrating disciplined process with a deep understanding of family dynamics, we create strategic frameworks that align expectations, strengthen trust, and support effective decision-making. We guide you through the conversations that matter most - clarifying what is today and shaping what comes next.
Wherever you are, our work meets you there.
We provide family leaders and rising next-generation members with a confidential space to think, reflect, and test ideas. Acting as a sounding board, we guide decision-making, help navigate complex dynamics, and strengthen leadership capacity for long-term success.
Thoughtful Progress.
We design and facilitate family meetings that foster open communication, shared understanding, and stronger relationships across generations. Our process ensures every voice is heard, while keeping discussions productive and aligned with family values, goals, and enterprise strategy.
Every Voice Respected.
ENTERPRISE DESIGN
We help families structure and refine their enterprise for clarity, accountability, and long-term sustainability. From governance frameworks to role definition and succession planning, we create alignment between family, ownership, and business systems. A trusted partner to help Families think through big decisions and family dynamics.
Clear Direction.
GENERAL CONTRACTING
Acting as the “general contractor” for your family enterprise, we coordinate across advisors, specialists, and family leaders to ensure seamless execution. Our role is to simplify complexity, manage timelines, and keep all moving parts connected to your overarching vision.
Meaningful Momentum.
ADVISOR SELECTION & ONBOARDING
We guide the process of identifying, vetting, and onboarding the right wealth advisors—who align with your family’s values and enterprise needs. Our structured approach ensures your advisory team is well-integrated and positioned for long-term partnership.
Connected Decisions.
Our work tends to be a strong fit for families who:
Value thoughtful, respectful conversations over quick fixes
Want clarity and alignment before making long-term decisions
Appreciate deep listening and an empathic, measured pace
Are open to differing perspectives and curious about how their family works together
Seek steady progress that is carried through to completion
Share our commitment to trust, discretion, and long-term thinking