Your place for advances in ownership, decision-making, and succession
You have a successful family enterprise. Enterprising people started it. Enterprising people work in it today. It’s grown significantly, maybe more than anyone expected. At some point it started becoming more complex to run – more moving parts, more decisions, more corners to turn. Plus, your family has grown in number, and making decisions is more involved than it used to be. You’re not sure everyone in the family wants the same thing. What you do know is, you want both your family and the enterprise to succeed. They’re your roots and your future and you want to protect them because there’s more at stake than money.
That's why we're here! We help family owners and their trusts organize and decide about what they own, so the owners are confident, the family is supportive, and everyone involved is free to succeed.
We help many family businesses but we also help family organizations you might not think of as 'businesses.' That’s why we use the word 'enterprise.' For us, your family enterprise holds assets and encompasses activities that connect the lives of people in your family.
FamilY Operating Companies
Owning, managing and passing on the family business has unique challenges. Our consultants understand these challenges first-hand and can provide practical advice and support for your family's unique situation.
Family office & investment
We have extensive experience establishing family offices and designing governance structures to meet the needs of the family and management - helping your family office to maintain wealth and sustain the family.
family legacy assets
Not all assets are merely to generate financial gain. Family vacation homes, for example, bring much more reward than money - the emotional value as families bond and relax together can far outweigh the monetary value.
We believe that many of the governance issues that arise with family foundations reflect dynamics that are very similar, even if not exactly identical, to those in operating companies and family offices.