Introductory conversation
We listen for where ownership, leadership, and family decision-making collide. You leave with a plain-language sense of whether a succession engagement, governance design, or a narrower advisory project fits.
Engagement path
A clear sequence for families who want succession planning and governance consulting without guesswork about what happens after the first meeting.
Discovery & stakeholder map
Confidential interviews with principals, designated successors, and—when useful—trusted non-family managers. We map informal power as carefully as share registers.
Working sessions
Facilitated family meetings with agendas, decision criteria, and written options. Sessions stay focused on choices the family can own, not presentations for show.
Roadmap & charter drafts
You receive succession timelines, governance recommendations, or transition agendas depending on the engagement—documents your counsel and accountants can build on.
Handoff readiness check
Before we close, we review what is decided, what remains with legal or tax advisors, and how the family will revisit the plan when life changes the calendar.
Begin with a succession conversation
Most families start with the Succession Planning Engagement or a governance design project. We will help you choose.
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