Our clients consist of executive teams, employees and leaders of family businesses, multi-generational family members, enterprises, ESOPs, YPO organizations and privately held organizations across industries, ranging in size from $10 million to over $1 billion in size.

We also partner with professional consultants, advisors, CPA's, Law Firms, associations, educational and financial institutions (wealth management, family offices, etc) to build unique consulting programs and learning opportunities.

  • Retail
  • Manufacturing / Distribution
  • Pet Care
  • Restaurant
  • Hospitality
  • Consumer Goods
  • Forestry and Lumber
  • Utilities
  • Healthcare
  • Banking / Financial Services
  • Construction / Development
  • Professional Services
  • Education
  • Food and Beverage



Below, find an overview of the different implementation methods and tools we employ when working together. Our customized proposals provide specific and extensive details that align to your unique situation.

Meeting and Retreat Facilitation

  • We help plan, organize and execute engaging and inspiring meetings for your family and business - from event management, agenda development, presentation delivery, to professional workshop facilitation.
  • We host and facilitate family retreats, strategy and board meetings.

Consulting, Team Building and Coaching

  • Customized 1:1, group and team-level workshops in areas as: team-building skills, communication, leadership development, strategy development and execution, family development.
  • High levels of interactivity, trust and awareness-building, dialogue and strategic thinking.

Family Constitutions and Continuity Plans

  • Empower your family, guide your business, and secure a legacy for the future.
  • Detail your family's vision, values, history, identity, governance, succession, strategy, etc
  • Everything is captured in an exclusive digital resource that serves as a dynamic roadmap for the family.

Strategy Planning Hub

  • Avoid letting the urgent day-to-day pressures of the business drown out the important strategic work that’s critical to the long-term direction of the business.
  • Our exclusive automated planning and execution hub turns strategy into a verb and establishes accountability throughout your family and business.

Family Enterprise Portal

  • Exclusive access to your own, family-branded portal that serves as a single source of truth for everything related to the family business (governance, policies, strategy, etc)
  • A one-stop destination for passing legacy and educating the next generation.

“Everything we do is done on purpose,

with a purpose and for a purpose.”

Family Business Leader and Next Chapter Client

Let's get intentional about the story that you're crafting for the next generation.