Q: How do we achieve family harmony and positive business performance?
A: Family- and business-governance structure and practices, family council

Q: Do we have a clearly articulated and understood purpose for our family enterprise?
A: Vision, and family constitution and agreement

Q: How do we structure our business to meet family and business objectives?
A: Business-ownership structure, management incentives, exit planning

Q: How do we establish transparency and accountability to manage family dynamics through good and bad times?
A: Decision-making responsibilities and authorities, communication and dispute resolution

Q: How do we ensure the successful transition of business and ownership for both family members and non-family across the generations?
A: Continuity planning, succession planning, conflict management

Q: How do we support and guide our rising generation so that they succeed in their chosen endeavours?
A: Next-generation development and education

Q: How do we engage and empower the next generation of family and non-family employees?
A: Future management structure

Q: How can we build and protect the reputation of our business and family?
A: Reputation management

Q: How do we prepare for and navigate unforeseen challenges?
A: Crisis management, physical security

Q: How do we use technology safely?
A: Cyber risk

Q: How can we comply with the requirements of every country in which we reside, invest, or own property?
A: Regulatory compliance

Q: How do we reimagine our business to harness the power of technology?
A: Digital transformation

Q: How do we keep our organization lean, do more with less, and improve productivity?
A: Business transformation, operational excellence, cost reduction, organic growth

Q: How do we get relevant, timely information to make informed decisions?
A: Data analytics

Q: How do we attract and retain the best talent inside and outside the family?
A: Human capital and organizational design, culture, workforce of the future, incentives and rewards

Q: How do we anticipate and plan for growth-disruption and competition?
A: Innovation and ecosystem

Q: How do we ensure our family and business are positioned for success and will achieve our purpose?
A: Family and business strategic planning

Q: How do we make the right inorganic growth choices?
A: M&A life cycle, acquisitions and divestitures, transactions, and exit planning

Q: How do we see, find, and access global opportunities?
A: Expansion, offshore investments

Q: How do we continue to meet our customers’ needs?
A: Customer experience, market sensing

Q: What capital needs will our family and business face in the short and long term?
A: Access to capital

Q: How do we manage cash and debt to withstand market downturns and capitalize on market opportunities?
A: Cash management, liquidity planning

Q: How do we set up and manage statutory obligations efficiently?
A: Tax structuring, accounting operations, forensics

Q: How do we create wealth outside the business?
A: Family-office design and management, wealth management and education

Q: How do we serve our community and contribute to causes that are important to our family?
A: Philanthropy, social impact

Q: How do we align family members’ investment strategies with our overarching family values and build a resilient portfolio?
A: Investment strategy, asset diversification

Q: How do we optimize tax position across jurisdictions?
A: Tax effectiveness

Q: How do we protect and structure our wealth to meet our objectives and mitigate uncertainty?
A: Estate planning, legal agreements