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SERVICE
For over 20 years we have worked with our clients to protect their legacies, promote the longevity of their family enterprises, and support the continuity of their economic initiatives whether it be the family business, family office, family foundation, or any other investment vehicle.
Our areas of expertise are as follows:
FAMILY GOVERNANCE
- Continuity Audit of the relationship between the family and the business.
- Strategic planning: purpose, mission, values, and roadmaps.
- Developing family policies, protocols, agreements, and constitution.
- Designing and facilitating family meetings, family councils, or family assemblies.
- Mediation and conflict management.
- Education for business-owning families.
OWNERSHIP GOVERNANCE
- Strategic planning: long term goals, owners’ vision and roadmaps.
- Developing ownership agreements.
- Coaching and education
BUSINESS
- Strategic planning.
- Professionalising the business.
- Executive coaching and leadership development.
- Board design and development.
SUCCESSION
- Succession planning: grooming and choosing the future leadership.
- Navigating the transition: coaching the leaders of the current and next generation to get things done and ensure a smooth transition.
PHILANTHROPY
- Strategic planning
- Professionalising philanthropy: from grant making to family / corporate foundations and other philanthropic mechanisms.
- Stakeholder engagement
- Coaching and education
Discover more about the challenges that family enterprises face along their journeys.
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