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