We come to a family’s planning table with an unusual combination of real-world family business experience, and credentialed professional advisory experience. With The Wisdom Quotient model as our foundation, we work with families and their existing professional advisors in the following areas:
Family Business Advisor
- Conflict identification and resolution
- Skills training to improve both communication and interpersonal relationships
- Collaboration with professional advisory teams to align technical planning with family governance
Business operations, succession and exit coaching
- Succession and exit vision development
- Operations assessments including the family’s and business’s readiness for succession
- Implementation plans to fill gaps in processes, roles and skillsets