Consulting
Navigating the complexities of the business ownership can be daunting. Our tailored consultations are designed to provide you with the insights and strategies needed to thrive. We are here to guide you every step of the way.
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Governance
Board formation, Board education, Director selection and onboarding, Governance coaching, Family Council formation, education and facilitation and Board Service.
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Succession Planning
Generational succession planning, Ownership structure and strategy, Next Generation Development, Exit Planning and Strategies.
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Leadership Development
Personal and Professional Growth, Objective Perspective, Conflict Resolution, Leadership Development, Work-Life Balance, Succession Planning, Accountability and Decision Making
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Family Navigator Assessment Tool
Measurable analysis of the inextricably linked ecosystem of individual family members, the family, the family’s organization, and the governance and estate plans that hold it all together.