Combining business best practices withthe unique needs of business families

Family Visioning

Great multi-generation business families are grounded in unity of purpose

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Great Governing

Governance of family business portfolios through clear structure, defined roles and responsibilities and sound policy

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Sustaining Success

Sustaining heritage of entrepreneurship, business strategy and execution

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Developing Leaders

Preparing next-generation leaders, supporting leadership transitions, and planning for succession

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Building Legacy

Preserving history, celebrating achievement and philanthropy, and strengthening the family bond

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