Advisory Services: Business Strategy

We assist client families with Business Strategy services such as these:

  • Business strategy development

  • Business mission, vision and values development

  • Board of directors assessment, design, setup, facilitation and recruitment of directors

  • Training and development of family board members

  • Succession planning for senior leadership and board positions

  • Talent development, career planning and performance feedback processes for family and non-family managers

  • Recruiting, developing and retaining non-family talent

  • Executive compensation advice

Learn about our integrated services in the areas of Family Strategy, Ownership Strategy, and Wealth Strategy.