One question we keep at the forefront of our decision-making processes is this; How can we successfully manage, expand and transition our client’s business whilst still maintaining care for their family legacy? With this question in mind, we have managed to assist a large number of family business clients. Whether that be with progenitors or the next-generation owner-operators, we are able to leverage our expertise to tackle complex sets of issues unique to both families and family business ownership.
The mission of the centre for family business is more than just assisting family businesses, but helping those businesses and their proprietors in identifying and achieving goals and addressing issues that meet both the intersection of business as well as familial relationships. We facilitate this through a number of different methods, be it establishing and maintaining a support network for transitionary periods, identifying and evaluating trusted advisory members, succession planning or Capital & Employment policy.
Defining Legacy and the Future of the Business
Learn more about how we assist our clients in defining their visions, preserving their legacies, shaping the future of their enterprises, and developing their family goals.
Building a Support Team
Learn how we assist our clients in identifying, evaluating, and enhancing their teams of trusted advisors.
Succession Planning – Management and Ownership
Learn how we assist our clients in preparing for and planning for management and ownership succession.
Capital Policies
Learn how we assist our clients in determining capital policies that strike a balance between business and family requirements.
Employment Policies
Learn more about how we assist our clients develop family-friendly employment policies.
Governance and Communications
Learn how we assist our clients in establishing and enhancing formal governance and communication structures for their businesses and families.
Distributions and Family Liquidity
Learn more about how we assist our clients in establishing policies for the distribution of income, the transfer and redemption of shares, and the communication of return expectations.
Balancing Competing Interests
Learn more about how we assist our clients in establishing frameworks and procedures for harmonising competing business interests.