ADVISORY

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.