Services
Family Business Consulting
Clarify how the family, owners, board, and management work together with clear owner goals and in the context of family relationships. Develop governance structure, policies, and decision-making processes that reflect the realities of your family and enterprise.
Family Office Consulting
Define what your family office is meant to accomplish, your shared purpose in keeping assets together, the services your family needs, and the right balance of internal resources and outside expertise. Establish clear expectations between the family, office leadership, and advisors.
Generational Transitions
Prepare for changes in ownership, leadership, or shared wealth. Address the expectations, responsibilities, and relationships that shape a transition, alongside the work of your trusted advisors and key stakeholders. Consider perspectives on wealth and values and how a desire to prevent entitlement and protect relationships can inform your decisions.
Rising Generation Education
Help current and future owners understand the enterprise, what they may own, and find meaningful ways to participate. Create learning and engagement opportunities that respect individual interests while preparing family members for shared responsibilities. Structure learning and family meetings to support learning and ensure family harmony with a broader group of owners.
Across all four areas, Jennifer designs and facilitates family meetings and retreats, giving families a well-prepared setting for important conversations and decisions.
Start a Conversation
If your family is preparing for a family business transition, rethinking governance, or considering a family office, contact Jennifer to discuss what support could be useful.