Family Business Coaching, Consulting & Advisory
Let's create a
happy legacy for your family and business.
Family is emotional
Is this your experience when it comes to family business succession?
When you think about succession you feel anxious, unclear, alone, or stuck.
Communicating and having a productive conversation about succession with your family is difficult.
​
You have never talked with your children about the future of your business and wealth and thinking about it makes you nervous.
Resistance is normal
Does this describe your behaviour when it comes to your family business?
You know you need to identify a successor, but you are not ready to give up control. You get defensive when anyone approaches you to talk about it.
You don't know if you should leave a will or put everything into a trust or how to identify reliable trustees, so you haven't done anything yet.
​
You work in the family business and are still not clear about your role and responsibilities now or when ownership transitions from your parents. You resent your parents for not communicating clearly.
​
Change is inevitable
Do you need a trustworthy professional to talk to in confidence as you think through important family business decisions?
You don't know or understand the different asset classes and structures that can help you preserve and grow your business capital and pass on wealth to future generations.
Your don't want your in-laws involved in the family business and you do not want your children talking to them about it. It's a double bind.
Your business norms have not been aligned with your family values and you need to clean up some decisions you made in the past.
Here's how I can help you
Coaching
Succession is about change and change can be difficult, so it is human nature to resist it. The unspoken role you have been assigned in your family system and your current mindset may be limiting your possibilities and how you communicate with others about the family business. ​Through a process of inquiry and discovery, we will investigate and process the beliefs at the root of your emotions and actions. With this awareness, we will generate new thinking, options, and action steps to bring your aspirations into the family, business, and ownership systems, powerfully and gracefully. When I am contratcted at the family-level, systemic coaching will also empower you to communicate and listen to each other in a new way so that you can co-create together. It may feel impossible, but it is possible. And change can also be an exciting adventure!
Consulting
Using data you provide about your family and business, toolkits, and my expertise and knowledge, we will take stock of your human, financial, structural, social, spiritual, and family capitals. Drawing on insights from one-on-one and family-level coaching, I will facilitate important family conversations that may not have been had before to help you find agreement on your vision (where you are going), your mission (how you will get there), and the values you will need for success. We will develop strategies and governance structures that re-design what you currently have in order to meet your succession objectives and goals.
Advisory
As your trusted Advisor, in addition to the outcomes from individual and family-level coaching and facilitated meetings, and the integration of consultancy developments, you will receive my professional guidance on complex issues you are dealing with in your family, wealth, and business systems. This advisory will be based on my knowledge of family, business, and wealth systems, your family's unique circumstances, and empirical findings from research conducted in the family business field.
Next Steps
1 hr
300 US dollars
Available OnlineRead MoreStrategy, policy, & governance changes in family, business, and ownership systems
2 hr
By assignment
2 hr
By assignment