Unity and Vision

Unity and Vision

Enhancing Unity and Vision

  • Establish a shared vision and build commitment
  • Capture advantages of unified family ownership
  • Match growth opportunities to business and family goals

Services:

  • Creation of family charters and constitutions
  • Family partnership agreements
  • Policy development (e.g., family employment and compensation)
 

What clients tell us:

“His teaching stories from experience with other business families were extremely helpful. Provided our group with clarity about our goals and roles as directors and shareholders.”