Frame
Define the enterprise, its stakeholders, and the decisions that connect them.
Family enterprise governance
Family Enterprise Governance Advisory
Align family, ownership, board, enterprise, and family office governance across a multi-generational family enterprise.
Useful structure for decisions that must endure.
A family enterprise contains several connected systems: family, ownership, operating companies, boards, investments, philanthropy, and the family office. We help families define how those systems relate so that authority is clear and each forum can do its proper work.
We work as an independent adviser alongside the family’s existing legal, tax, investment, fiduciary, and enterprise professionals—bringing the whole governance system into view without replacing specialist judgment.
When this work helps
- Family and business decisions repeatedly become entangled
- Ownership is moving from a founder to siblings, cousins, or trusts
- The board, family council, and owner group have overlapping agendas
- The family office is expected to coordinate without a clear mandate
What the family receives
- Enterprise governance map
- Owner, board, family, and office mandate design
- Decision and information-rights framework
- Integrated annual governance calendar
- Transition priorities and facilitation plan
A considered path from conversation to capability.
Separate
Clarify which forum owns each family, ownership, board, and management question.
Connect
Design information and escalation pathways across the governance system.
Sustain
Build agendas, leadership roles, and review practices that keep the model alive.
Questions families often ask.
Is this corporate governance consulting?
It includes the board and operating businesses, but the scope is broader. The work addresses how family, ownership, enterprise, and office governance fit together.
Do you replace existing legal or board advisers?
No. We create an integrated governance brief and work alongside counsel, directors, tax advisers, and other specialists.
Begin with what matters most.
A private first conversation can clarify the family’s decision, the people who should be involved, and the kind of structure that would be genuinely useful.
Request a private conversation ↗