My Clients

My clients are family business owners, family business successors and families-in-business who are faced with the following challenges and opportunities:
Compass-Blue-300x169 Who I Help

Family Enterprise Owners and Principals considering or developing:

  • Enterprise strategy and strategic growth options.
  • Ownership Goals, Policies and Values
  • Readiness and priorities for successful succession.
  • Stakeholder communication of Ownership goals and policies.

To address the following questions over time:

Purpose: ‘What objectives do we want to accomplish by owning these assets together?’

Strategy: ‘How will we define, create and sustain the family business and/or family wealth?’

Values: ‘What are our family values and how do we bring them to life?’

Governance: ‘How will we govern our family business and/or our investments?’

Transition: ‘What steps do we need to take now to prepare for the future?’

13-300x262 Who I Help

Families-in-business considering or developing

  • Engagement with the family to agree Ownership Goals, Policies and Values.
  • Suitable Governance structures to enable the family to work together.
  • Consideration and agreement of a Family Constitution or Protocol.
  • Methods to engage and prepare the next generation of Successors.
  • Best-practice governance of Family Talent development.

 

To address the following questions over time:

‘Do we want to continue as a family-in-business?’

‘What are our Ownership objectives?’

‘What do we need to agree to effectively work together?’

‘How will we work together?’

‘What unvarnished feedback do we need as a family to keep on track?’

‘How will we decide?’

‘How will we handle conflict if and when it arises?’

17 Who I Help

Family Business Successors who wish to explore or develop:

  • The responsibilities and possibilities of Ownership
  • Career aim, goals and plans.
  • A management career in the family company.
  • Opportunities for Family leadership.
  • Entry/re-entry to the family company mid-career, or following 4th level (Masters) education.
  • Opportunities as a commercial or social entrepreneur.
  • Transition from one career to another.

 

 

To address the following questions over time:

‘How will we prepare the next generation of Successors for Ownership?’

‘How will we prepare, select and develop future family leaders?’

‘How can we enable Successors to develop a sense of purpose?’

 

“I work closely with successors, business owners or families-in-business to encourage, develop and support family leaders and engaged owners.
“