Family Business Services

We provide the following advisory services for family business enterprises and their professionals:

  • Advisory Boards
  • Boards of Directors
  • Boards of Directors Meetings
  • Estate Planning
  • Family Business Annual Meetings
  • Family Business Consulting
  • Family Business Retreats
  • Family Employment Policies
  • Owner Manuals and Agreements
  • Owner Plans
  • Succession Planning
  • Trustee-Beneficiary Collaborations