Our 12-Factor Framework©

Integrates the key strategic, financial, psychological and legal elements, which will impact on the future survival of your business and relationships within your family.

This forms the basis of our consulting programme, the factors include:

1. succession planning
2. remuneration planning
3. equity ownership by family members
4. role structuring for non-active family members
5. equity ownership for non-family executives
6. retirement and estate planning
7. strategic planning
8. family members assuming an active role in the business
9. financial structures tailored to the needs of each family business
10. preserving family wealth
11. conflict resolution procedures
12. the family creed
    

Complete the quick questionnaire to assess the well being of your family business.