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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 seeks to help family businesses and their owners achieve their objectives and address issues at the intersection of the family and the business. We provide family businesses with advice, insights and resources on a range of topics related to family business ownership, derived from years of honing our deep subject-matter expertise and stewarding a 200-year-old institution that began as a family business itself. Our areas of focus include the following:

Defining Legacy_74x74

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.

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Building a Support Team

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

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Succession Planning – Management and Ownership

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

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Capital Policies

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

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Employment Policies

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

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Governance, Advisory Boards and Communications

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

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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.

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Balancing Competing Interests

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