Succession planning

Succession planning that is fair and transparent. All planning is conducted against the backdrop of clear strategic direction, whilst recognizing the role of all individuals. Leadership frameworks are created on a bespoke basis for all clients; we place a heavy focus and ensuring that clients clarify and understand their purpose and values which underpin the legacy of their firms. We are mindful of ensuring that ownership succession is evolved in a considerate fashion and that the structures are established to facilitate this. We believe that with the right planning, communication and teamwork that this is a great opportunity for strengthening family bonds for the successful future of their family firms.

Coaching and development

We understand family psychology and dynamics. Furthermore as the world’s preeminent leadership development firm we understand how critical an effective people development strategy is, for the individual, family, team and company overall.

Education programs for Responsible Ownership

As part of this experience we have managed the delicate process of in developing hundreds of unique family constitutions and protocols (where the process is equally important as the output) to ensure that all stakeholders within family businesses understand their roles and responsibilities clearly. We have even run this programme for the next generation in cohorts to enable cousin consortiums to progress in an aligned fashion.


Governance for the family and the business. We specialize in ensuring that appropriate structures, processes and behaviors are embedded into our clients businesses in a way that they can manage their interests in a self-sustaining manner long term. To do this we take a multi-generational view respecting the values of the firm. We believe there is much to be gained from the very process of working together, which we are trained to facilitate, and that the written output is a valuable document with clarity on roles and responsibilities, which will prevent future issues.

Board development

We have a unique database of fully assessed non-executive directors, CEO’s and Chair people who are able to support families through transition and have proven capabilities in executing roles as a non-family member. We support their on-boarding and work with family owners to ensure their successful transition.

Family Office structures and staffing

We have a long-standing reputation for helping family firms to establish investment vehicles and in ensuring that appropriate executives can run these offices for the good of all stakeholders.

Remuneration and Incentives

With the expertise from Hay Group, we are fully engaged in ensuring that family and non-family executives are paid fairly and that share options or long-term incentive plans secure capabilities and commitment for the long-term.