It’s our core belief that multi-generational family enterprises are precious and vitally important to the economies and social fabric of the world.

我们的团队是家族企业各个领域的专家, 具有较强的教育, 研究与实践经验. 他们致力于成为这个领域的佼佼者, 分享知识, mentoring and collaborating to provide 你的家人 with the best possible counsel. They know how to navigate sensitive family issues as well as critical business needs.

超过2,来自70个国家的700个客户家庭, our consultant team has successfully led businesses across industries, family structures and cultures through the issues — common and uncommon — faced by families in 
business together.

我们的方法

We always seek the greatest good for the family and business as a whole.

No two enterprising families or family businesses are the same. We approach each new engagement without preconceived notions so we can accurately assess your situation and identify your unique challenges — as well as unique solutions to manage them.

For every situation, our consultants bring a breadth and depth of experience to match. When necessary, they partner with peers to leverage the best possible expertise on your behalf. This team-based model gives you access to an impressive scope of knowledge, 技能和洞察力, so you can be confident you have the right counsel for your investment.

我们的原则

我们唯一的目标就是帮助你的家人实现你的目标.

Your success is our sole focus and guides every conversation, 每一个建议和我们的持续增长. We don’t engage in financial transactions or conflicts of interest that could undermine the independence and integrity our clients trust.

We place the welfare of our clients as the highest priority.
The integrity of 你的家人 and business deserves carefully considered and compassionate counsel.
我们信守诺言,履行承诺.
Your business is your livelihood and legacy, so we approach our work with respect and integrity.
We provide accurate, relevant information to foster informed choices.
Through efficient research and discussions with family members, 我们可以提供新的见解和明确的前进道路.
我们尊重个人隐私.
Family dynamics can be complex and finding effective resolutions requires our care and discretion.
我们揭露潜在的利益冲突.
Transparency is crucial to ensure we’re always working toward the best interests of 你的家人 and enterprise.
我们为客户保密.
We understand that privacy is paramount to protecting 你的家人, 声誉和竞争优势.
We neither pay nor accept referral fees for consulting.
Our relationship is built on a passion for your success and a trust that’s earned, 不是财务激励.
我们不接受贵重的礼物.
We believe maintaining clear boundaries in our business relationships fosters clarity and accountability.
We do not serve on boards of directors or as trustees of companies for which we consult.
一个独立的, unbiased perspective is how we’re able to find the balance between family and business needs.

Articles, 事件 and 资源 Exclusively for Family Businesses

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由我们的从业人员团队编写和编辑, our complimentary newsletters feature insights and guidance on the unique challenges that family businesses face.