Helping families achieve their objectives is at the core of our mission

Building a multigenerational legacy supported by committed owners and stewards poses existential challenges for entrepreneurial families.

As families expand, they often drift apart. The once-solid foundation of shared values and common purpose erodes, and individual interests begin to outweigh collective goals. This shift weakens family cohesion and resilience, placing the continuity of the family enterprise at risk.

But with intentional effort, however, these challenges can become distinctive advantages.

Families that nurture a culture of responsible stewardship can strengthen enduring bonds that sustain thriving enterprises.

While investing in business excellence often feels self-evident to owners, the question that truly determines multigenerational success is too often an afterthought: “What does it mean to be a successful family?” The answer, and the path to it, differ for every enterprising family. Guiding families along this journey is at the heart of our mission.

We help families stay connected across generations so their business and legacy can thrive for generations to come.

We help you build family capacity to enable business continuity

We help unify and strengthen families, preparing them for challenges they will face as they manage and grow their businesses and legacies. By focusing on issues at the intersection of family and business, we bring clarity to both, allowing owners to continue building sustainable success. At the heart of this is family capacity: The knowledge, orientation and skills necessary to steer family and enterprise, while remaining united, aligned, and actionable.

Our approach prioritizes relationships and capabilities over structure. When family enterprises focus on structural solutions to ownership and business issues before building family capacity, emotional and historical conflicts tend to become entrenched within legal and reporting frameworks. This makes them more difficult to resolve.

Our approach is rooted in our values.

  • We act with integrity.

    Our word is our bond. We stay true to our values, promises, commitments, and our mission.

  • We are honest and candid.

    The integrity of any human system is based on honesty and direct communication. We are dedicated to demonstrating honesty and candor in all we do.

  • We are empathetic and generous.

    We appreciate and listen to everyone’s experience and perspective, and we strive to be generous in every respect, including with time, attention, wisdom, and attitude.

  • We prize accountability and oversight.

    Making sure we serve others well requires us to continuously evaluate what we do, own our shortcomings and mistakes, and invite others to improve our work through oversight.

  • We collaborate and promote mutual support.

    We believe in creating an environment of mutual support and collaboration for our clients and consultants. Through collaboration, we can take on the challenges that enable us to build long-term, sustainable relationships.

  • We rely on rigorous and useful scholarship.

    We apply insights from rigorous academic research in order to bring about practical usage while individually driving clients’ success.