Family Business Consulting

As a family business consultant, I work with families to enhance their relationships and well-being, and to improve the performance of their business. Specifically, I focus on promoting effective communication, conflict resolution, crisis management, mediation, succession planning, governance and meeting facilitation. Whether working with small family businesses or multi-million dollar businesses, I help families in business create a culture in which individuals can flourish and work together productively.

In working with families from around the world over the past twenty years, I’ve focused on the issues that are central to the sustained success of any family business, including:

  • Leadership selection and development
  • Succession Planning
  • Intergenerational issues
  • Family and Business Governance
  • Wealth management
  • Creating a Long-Term Vision

While there are general themes and issues that need to be addressed in every family business, I recognize that no two companies – or families – are exactly alike, which is why I tailor my consulting approach to suit each family business. I begin with an in-depth assessment to understand your family and your business, and I then share my evaluation and recommendations with you. If we decide to work together, I’ll help you to implement a step-by-step plan to address your specific issues and to build competencies and structures to support the success of your business and your family. Depending on your specific needs, I may collaborate with other family and business advisors, such as accountants, attorneys and financial planners.