Tailored governance structures, practices, and communications drive continuity and prosperity for family enterprises.

1. How do we achieve family harmony and business performance?
2. Do we have a clearly articulated and understood purpose?
3. What is the right structure to meet our family and business objectives?
4. How do we manage family dynamics with transparency and accountability through good and bad times?

Succession planning, development, and engagement are essential to transitioning a family enterprise to the next generation.

1. How do we successfully transition family, business, and ownership for both family and non-family members?
2. How do we develop our rising generation to succeed in their chosen endeavors?
3. How do we empower the next generation of family and non-family employees?

Effective management of reputational, regulatory, cyber, and other risks is critical for a family enterprise.

1. How can we build and protect the reputation of our business and family?
2. How do we prepare for and navigate unforeseen challenges?
3. How do we leverage technology in a safe way?
4. How can we comply with the requirements of every country in which we reside, invest, or own property?

An openness to transform and adopt sustainable, innovative solutions delivers competitive advantage for family enterprises.

1. How do we reimagine our business to harness the power of technology?
2. How do we keep our organization lean and improve productivity?
3. How do we get relevant, timely information to make informed decisions?
4. How do we attract and retain the best talent inside and outside of the family?

Strategic planning, investment, and expansion opportunities are fundamental for family enterprise growth.

1. How do we continue to meet our customers’ evolving needs?
2. How do we anticipate and plan for disruption and competition?
3. How do we position for success and achieve our purpose?
4. How do we make the right inorganic and organic growth choices?
5. How do we see, find, and access global opportunities?

Ready access to capital and strategic cash management, accounting, and tax structuring allow family enterprises to thrive.

1. What capital needs will we face in the near and long term?
2. How do we manage cash or access debt to withstand market downturns and capitalize on market opportunities?
3. How do we set up and manage statutory obligations efficiently?

Philanthropy, estate planning, and family offices preserve and expand the wealth and impact of family enterprises.

1. How do we create wealth outside of the operating business?
2. How do we serve our community and contribute to causes important to us?
3. How do we align a family member’s investment strategy with our family values?
4. How do we build a resilient portfolio to protect and grow our wealth?
5. How do we optimize our tax position across jurisdictions?