Family Business Planning

Sharing Best Practices. Creating Fewer Conflicts.

Navigating family dynamics and facilitating difficult conversations within your family-owned business is our specialty. We conduct customized assessments and lead strategic discussions that promote family values, enhance sustainability, and prepare you for generational succession.

We coordinate with your already-established advisors and help your family leadership create processes with clear expectations. That means fewer conflicts, and happy Thanksgiving dinners each and every year!

Your Scope. Our Solutions.


Legal Matters, Finance, Estate Concerns


Strategic Planning, Operations, Evaluation


Dynamics, Relationships, Counseling