Our services are
based around
the theoretical
framework of our
6 dimensions model.
Performance - Are you an enterprising family?
- Ownership team unity
- Legacy continuation
- Shareholder eduaction
- Long-term wealth creation mindset
Vision - Do you have a compelling vision that mobilizes your family ownership team?
- Family vision and mission planning
- Values implementation
- Family/ownership meetings and retreats
- Philanthropy goals and practices
Strategy - Do you recognize your family advantages and constraints?
- “Familiness” advantage and constraint analysis and recommendations
- Ownership options planning
- Strategic planning
- Entrepreneurial growth strategies and training
Governance - Do you have the strategies and structures that allow you to change and grow?
- Governance/Board training and implementation
- Family Charter/Family involvement policies and structures
- Ownership roles, responsibilities, and empowerment
- Accountability structures and practices
Leadership - Do you have a leader that unifies the family for transgenerational outcomes?
- Successor leadership development and empowerment
- Individual and team leadership coaching/workshops
- Management team building
- Succession planning
Relationship - Do you have relationship capital to address the unique challenges for creating wealth across multiple generations?
- Relationship building
- Conflict resolution
- Communication skills training
- Family unity and health