- Assess family issues for their impact on the business
- Assess business issues for their impact on the family
- Facilitate continuity planning and generational succession
- Facilitate family-business retreats
- Guide strategic planning
- Create and facilitate:
- family protocols
- family councils and family meetings
- shareholder councils
- boards of advisors/directors
- codes of conduct
- Establish processes for conflict resolution
- Sort and clarify complex issues
- Build communication skills
- Facilitate entry and exit criteria
- Guide leadership development and career tracking programs
- Design and monitor performance appraisal systems
- Mentor aspiring leaders
- Form teams
- Create accountability standards
- Clarify roles and responsibilities
- Design compensation models
- Develop retirement planning programs
- Coach and guide "Seniors" in the art of "letting go"
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