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Center for Family Business

How does one succeed at managing, growing and transitioning a business while caring for the family and its legacy? We have counseled many family business clients, helping them address this age-old question. Whether our clients are founders or next-generation owner-operators of family businesses, our experience is that they will be confronted with a complex set of issues specific to both family and family business ownership.

The Center for Family Business aims to assist family businesses and their owners in achieving their goals while also addressing challenges where family and business meet. We offer family companies advice, insights, and resources on a variety of family company ownership topics, based on years of experience and deep subject matter expertise. Our areas of interest are as follows:

Defining Legacy and the Future of the Business

Learn more about how we help our clients define their visions, preserve their legacies, shape the future of their businesses and develop their objectives with their families.

Building a Support Team

Learn more about how we help our clients identify, assess and enhance their teams of trusted advisors.

Succession Planning – Management and Ownership

Learn more about how we help our clients prepare and plan for management and ownership succession.

Capital Policies

Learn more about how we help our clients determine capital policies that balance the needs of the business and the family.

Employment Policies

Learn more about how we help our clients develop employment policies for family members.

Governance and Communications

Learn more about how we help our clients create and enhance formal governance and communication structures for their companies and family members.

Distributions and Family Liquidity

Learn more about how we help our clients create policies for distributing income, transferring and redeeming shares and communicating return expectations.

Balancing Competing Interests

Learn more about how we help our clients create frameworks and processes for balancing competing interests within their businesses.