Your Top Questions Answered
Absolutely — that’s what we do best.
We work with you to clarify roles, set healthy boundaries, and create agreements everyone understands. Using our Family Business Charter, we take decision-making out of moods and assumptions. The goal? A thriving business and Sunday dinners that are still peaceful.
We believe in gradual, intentional exposure to the business, not “throw them in and hope they swim.”
We design succession pathways — from summer jobs to leadership development — that build both competence and confidence. Your children (or nieces, nephews, grandchildren) get to choose their role, and you get peace of mind knowing they’re ready when it’s time.
Yes — by removing the guesswork.
We help you create clear, written policies for salaries, bonuses, dividends, and reinvestment so everyone knows the rules. It keeps money from becoming a silent wedge between relatives.
If you want your business to last beyond this generation — yes.
A Family Business Plan aligns vision, values, governance, and growth strategies so leadership changes or crises don’t derail everything
We help you agree on performance standards and accountability processes in advance so it’s not personal — it’s policy. This protects relationships while keeping the business strong.
You can, but it’s harder from inside the emotional swirl.
We bring neutrality, structure, and experience from families who’ve been where you are. We don’t replace your voice — we make sure every voice is heard.
Our coaching is practical, structured, and personal.
We start by understanding your current situation and goals, then guide you through tailored conversations and exercises that help your family align, make decisions, and build skills. Between sessions, you’ll have action steps and tools to keep progress moving. We’re with you to challenge, support, and celebrate as your business — and your family — grows stronger.
We take a whole-business view — strategy, structure, systems, and people.
First, we assess your current state: leadership, culture, team capabilities, and business performance. Then we work with you to design improvements — from clarifying roles to strengthening leadership pipelines — and implement changes in a way that sticks. Our goal is a business that is smart, healthy, and built to last.
The Bootcamp is a fast-track alignment session for your shareholder group.
In 2.5 hours (via Zoom or in-person), we guide you through four pillars of a strong family business: your raison d’être, ownership structure, expectations, and risk/governance planning. Each participant uses our Family Business Charter Builder App to work through the questions, so by the end you have a draft charter — and a clear picture of where alignment is strong and where work is needed.
Our services are designed to fit different needs and budgets:
- Free – Family Business Health Assessment (online + review call)
- $497–$1497 – Family Business Bootcamp (2.5-hour shareholder session)
- $7,500–$10,000 – Family Business Legacy Makeover (4-week advisory program)
- $2500 – $10,000 monthly - Ongoing coaching and Advisory Support – monthly retainer based on scope.
- Retreats – vary based on length and focus.
- $50K – 150K per annum - Multi-Family Office Support - Annual retainer based on scope
If your family isn’t ready to talk openly, commit to agreements, or invest the time, this may not be the right season. We believe in business success with family harmony, so if that' not your goal, then we may not be the right partner for you. However, we can still start with lighter-touch resources until the timing is right.
“We finally feel like we’re on the same page.”
“We have clarity, and it’s in writing — no more guessing.”
“We wish we’d done this years ago.”
Over 80% of our clients expand into ongoing advisory support or refer us to other families.
Still have questions?
We know every family — and every family business — is unique.
If there’s something we haven’t covered here, we’d love to hear from you. Send us your question, and we’ll get back to you with a clear, helpful answer — no jargon, no hard sell.
Your question might even be added to this page to help other family businesses like yours.
Why ask your questions?
Help you gain clarity
Help others learn and grow
Help us fulfil our vision
Contact us