What does your family need to know today to steward wealth wisely for the next 100 years?
The most effective way to start family enterprise consulting is with a discovery process that involves confidentially interviewing family members, advisors, and stakeholders. This allows all family members to share their perspective on family strengths, opportunities, risk, and concerns they may have without influence from other family members. This process provides a clear sense of the extent to which family wealth objectives are aligned.
A summary of themes and observations from these conversations help identify priorities and create a tailored roadmap with short- and long-term action plans of recommendations for leveraging these collective insights to enhance family cultural alignment and advance family objectives. Family Enterprise Consulting can address such topics as:
- Wealth education and best practices
- Family governance, shared decision-making and alignment
- Preparation of next generation wealth inheritors
- Family talent and leadership development
- Identifying shared family values, vision and mission
- Effective wealth communication strategies
- Advancing family giving goals
- Transitioning a family business/enterprise to the next generation; succession planning
- Understanding the impact of sudden wealth versus generational wealth