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.