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What I do

Family Conversations

Governance Gap Analysis

Succession Planning 

Purpose / Vision / Values

Family / Corporate / Financial Governance

Philanthropy

Family Charters

Family Charter Implementation

Family Charter Monitoring

Family Wealth

Shareholding vs. Ownership

Estate Planning

Next-Gen Empowerement

Coaching Seniors to Let Go

Coaching Next-Gen to Take Over

Family Boards

Board of Directors

Family Assemblies

Shareholder Assemblies

Internationalization

Institutionalization

Decision-Making

Checks & Balances

Reporting Mechanisms

Profit / Risk Sharing 

C-Suite Executives Induction

Mediation

Consensus Building

Conflict Preemption

Settlement Negotiations

Reach out to our advisors today and get help with planning for the future: Family Governance | Dynastic Planning | Conflict Management. Let us help you.

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