WHEN TO RETAIN

All businesses experience typical problems with planning, transitions, management development or personality conflicts. When emotional reactivity or family dynamics are introduced, finding solutions for these typical problems becomes an even more complex task.

The Family Business Group is regularly retained when the opportunities for financial success are derailed by emotional conflicts or when family closeness is disrupted by conflicts related to shared wealth or business realities. Business partners and families-in-business-together retain us when their group desires both interpersonal harmony and business success.

Long-term success of the business depends on the abilities of senior leadership to plan for the future and to make the transition to the next generation. We are frequently retained when a founder and spouse are struggling to resolve transition issues, to develop a succession plan or to make decisions about transferring ownership.

Many highly successful business families have serious concerns about the impact of wealth and inherited wealth on their children and their descendants. We have developed a program integrating research findings with healthy families and the identification of family values. This program helps promote understanding and common purpose among the generations.