家族企业

我们了解有进取心的家庭是如何运作的.

In family enterprises, family dynamics and business concerns are two halves of a whole. 这需要平衡,以确保两者都能增加价值. Our holistic approach applies safe processes and structures that work in harmony across the board to create alignment, 减少冲突,消除障碍,取得更好的结果.

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家族财富

共同繁荣和安全需要找到共同点.

商业上的结盟延伸到它所创造的财富. 是否目标是维持, 增加或慈善捐赠, 你的家庭也面临着同样的挑战和机遇. We work with client families to articulate a clear vision for their shared wealth, communicate effectively and establish processes for making fair and equitable decisions consistently.

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值得信赖的供应商 & 顾问

客户看重你的观点. 帮助他们实现他们的机会.

如果你在生意上为家族服务或者为共享资产的家族服务, 你可能已经近距离地看到了他们面临的挑战. You know they can hinder a client’s ability to act on your professional recommendations. We can help you understand those challenges and their impact on critical business, 财富和财产决策. 我们也可以与你合作,直接与家人合作.

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家族企业项目

We share your passion for family businesses and the resources to support them.

We’re all invested in the success of the family business community. We often partner with 家族企业项目 to provide keynote speeches, workshops and other resources that educate and empower member companies. Our consultants can also advise on program planning and content development so your members benefit from our combined experience and support.

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贸易协会

家族企业成功,行业兴旺.

家族企业是我们行业的支柱, 而行业协会对他们的成功至关重要. They help families see and plan for challenges coming around the corner. 通过与我们合作, they can also provide educational resources to help member companies master the particular challenges and opportunities in owning a family business.

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特许经营 & 经销商集团

今天就制定计划,让下一代成为有能力、有信心的领导者.

特许经营es and dealers have to be thoughtful about passing on their businesses to the next generation. 未经特许人或制造商批准, 他们无法担当领导角色. We help you plan for an effective succession and provide leadership development to prepare the next generation for the responsibilities ahead.

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Find answers to your questions and solutions to your most complex problems.

改进的过程, education and communication lead to better outcomes for the health of the enterprise and harmony of the family. 是否有家庭成员, 顾问或提供者, we’ll help you assess the situation and understand your best options. 我们知道家族企业面临的共同挑战, 同时用新鲜的方式来满足你独特的需求, 客观的角度.

连续性及连续性规划

How do we create a succession plan that ensures a smooth transition and lays the foundation for future generations?

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组织和教育家庭

我们如何才能成为更有效的领导者, owners and stewards while leveraging the diverse strengths of family members?

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所有权对齐

How can we work together to make ownership decisions with a unified voice?

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董事会发展与寻找

Do we need a formal board of directors, and what would their roles and responsibilities look like?

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为下一代做准备

What skills and structures will our children need to be good owners, managers and directors?

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沟通和解决冲突

How can we put personal issues aside and work together to make decisions in everyone’s best interest?

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战略规划

How do we create a strategic plan that achieves both the vision of the family and the business?

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政策发展

What agreements do we need in place to make better decisions and avoid future conflict?

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改变和成长始于教育. 这是我们工作的核心.

Our educational programs break down complex challenges and shed light on the opportunities they present. We produce more than 100 educational sessions every year for enterprising families, 特许经营, 经销商和行业协会. 凭借丰富的专业知识和现实生活经验, our team creates custom workshops and presentations to give enterprising families the confidence to take positive action.

专为家族企业的文章,事件和资源

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由我们的从业人员团队编写和编辑, our complimentary newsletters feature insights and guidance on the unique challenges that family businesses face.