understanding and managing family business dynamics
family BUSINESS
If business is personal, family business is even more so.
Running a family business comes with its unique set of challenges and rewards. We can help you navigate the balance between professional and personal relationships while ensuring the business thrives through transition.
Next Generation Ownership
For multigenerational businesses, nothing is more special and stressful than shepherding in the next generation of ownership.
We’ve worked with countless family businesses over the years, to help with transitions and manage the overlap of work of life.
From equity negotiations at Thanksgiving dinner, to estate planning and financial driver’s seat coaching – we help through it all.
Family Enterprise & Wealth Legacy
Whether it’s a piece of land, vacation home, charitable donation, or living trust – your financial legacy matters for years to come.
Every decision about how to distribute and manage wealth comes with a variety of potential pitfalls.
We’re here to help analyze the financial impact of your options, to ensure they align with your goals and vision.
Estate Planning
As your family tree grows, every new branch adds a touch of additional complexity to how business ownership might flow.
We work closely with your estate planning attorneys to ensure the valuation and equity of your company is properly measured, accounted for, and stewarded during planned transfers of ownership and family wealth – or during unexpected circumstances.
“Having a non-family mediator in the room during family business conversations helps us sharpen our ideas, make clear decisions, and keep moving forward.”
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