Families in business look to us to help with
A clear direction for the family and the business
A clear direction for the family and the business
A clear direction for the family and the business
Alignment of individual, family & business goals. Then, clear strategies to achieve these goals.
Well considered decision making
A clear direction for the family and the business
A clear direction for the family and the business
Appropriate structures and processes for the family to engage in regular and meaningful conversations to make well informed decisions.
Managing issues
A clear direction for the family and the business
Preserving and growing wealth
Identify and manage those family, ownership and business issues which have the potential to impact the future success of the family and business.
Preserving and growing wealth
Renewal and planned transition
Preserving and growing wealth
Maximising the opportunities that come with wealth for the benefit of both current and future generations.
Renewal and planned transition
Renewal and planned transition
Renewal and planned transition
Planning for and implementation of, the transition of management, leadership and ownership; and providing support for the next generation to thrive.
What we offer families and their advisors
For multi-generational families in business and family offices, it is never 'black and white'. There is a natural overlap of family dynamics with the business, the wealth and ownership. This leads to inter-related questions and issues, with a decision in one domain - say business - having implications for the others.
We offer families in business:
- A holistic view of the family, business, wealth/capital.
- Independence and objectivity to the process.
- Different perspectives and new options to consider.
- Facilitation of difficult yet important conversations.
For advisors to families in business and family offices, we complement their technical/specialist areas and collaborate to deliver the most appropriate outcome specific to that family.