• Shared vision

    Shared vision

    Do we all share the same vision for the future of our business?

    How can we make sure that everyone in our family is on the same page and working towards the same goals?

  • Future readiness

    Future readiness

    The world is changing quickly.

    Do we have the agility and capabilities we need to keep our business future-ready?

  • Family harmony

    Family harmony

    Achieving family harmony is important.

    How can we separate business decisions from family decisions and set clear expectations for what we are accountable for — individually and collectively?

  • Next-gen aspirations

    Next-gen aspirations

    How well are we engaging the next generation in our plans for transitioning the ownership and management of our business successfully?

    What are the rising generation’s aspirations, and how might we integrate their goals into our business?

  • Family wealth

    Family wealth

    What are the options for diversifying our family’s assets?

    What can we do to make sure that we have an effective wealth strategy for the prosperity of generations to come?