MOVING BUSINESS FAMILIES FORWARD
For Advisors
I collaborate with tax experts, lawyers, accountants, estate planners and other trusted advisors to remove the relationship roadblocks that can derail the advising process. Our work together is congruent with your goals as their trusted advisor and those of your business clients.
Get beyond conflict and roadblocks
Oftentimes the most difficult issues faced by family businesses are not the business problems themselves. Rather, families stumble on the emotional issues causing conflict that hinder effective planning. This is the realm where I can assist you most.
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Smooth succession planning
Family conflict not only impacts the family members; it affects their businesses and their wealth—and by extension, it creates tough sledding for other trusted advisors working to support strategic, succession or wealth planning for families and their businesses. I’m here to help make the process smoother.
A discrete and tactful partner
I understand that bringing another consultant into the mix can be tricky. My job is to work closely with you beforehand to understand the dynamics of the situation, and to make sure our work together is congruent with both your goals and those of your business family clients.
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Areas for collaboration:
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Leadership or ownership transitions: Succession is a highly sensitive process. I can help manage the emotional component so that the strategic component can succeed.
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Communication coaching: I can get families to work on their differences, constructively.
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Partner on multi-disciplinary teams: I provide support in developing relationships that benefit the planning and decision-making processes.
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Dispute resolution and negotiations: I can help your family clients move beyond conflict and find harmony.
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Family meeting coaching: I can help facilitate productive family meetings and create a solid foundation for the future.