Family Business Succession Planning & Consulting

Family-controlled firms continue to thrive and engage with the global economy which heightens the need to adapt to new business models while addressing the unique leadership and succession issues they face.

Our global, cross-sector team offers customized strategic solutions to family-controlled businesses that are coping with transitions and the distinctive situations they encounter. Through decades of experience, we have defined key offerings and actionable insights on what sets the best family-controlled firms apart, and we share those insights with our clients. We also address the balance between the needs of the company and the level of family involvement.

Family Business Board Advisory Services

We advise on corporate governance for family-controlled firms.

Our Board Advisory consultants partner with family firms on their journey to building a capable and experienced leadership team. Below is a brief summary of our process:

Hire an independent chairman
Identify the range of competencies, experiences, and perspectives needed
Build a board that can balance long-term family shareholder interests with short-term advice on governance and strategy

This method results in an agile board that serves as a true strategic asset to management while reflecting the company’s agenda in terms of composition, diversity, and effectiveness.

CEO Succession for Family Businesses

We help companies map their future success.

We help family firms with founder, intergenerational, and family-to-non-family transitions by identifying and developing the best possible individuals to drive the organization’s strategic objectives.

Executive Search

We find the right match for the needs of your family-controlled firm.

Our global team of consultants has decades of experience working with family firms to identify and groom talent for the C-suite, executive team and family office.

Talent Benchmarking

We advise family businesses on creating strong growth.

Using our broad and deep industry and functional knowledge, we assist family firms in benchmarking internal talent against the pool available in the broader market.

Leadership Assessment

We help family firms define, build, and develop best-in-class executive teams.

Our team of experts includes Ph.D. psychologists and C-suite-tested management consultants who employ rigorous techniques and behavioral interviewing tactics to help family firms better understand the behavioral and leadership traits of family members and non-family executives that enhance or impede their performance.

Culture Analyst™

We help family businesses create cultural change.

Our proprietary Culture Analyst™ tool allows us to understand an organization’s current and desired culture—helping family firms truly transform their culture for optimal results.

Family Business