Family Business Consulting Services

Family Business Matters provides consulting services to family businesses that want to build, grow and sustain a thriving family business generation after generation. We offer family business consulting services that address the needs of family businesses including succession planning, conflict resolution and wealth management. Family Business Matters can also assist with developing family business constitutions, shareholder agreements and governanceagreements. We can help you determine who to include on a family business advisory boards, family business councils and board of directors. We offer in-depth Fast Track Programs for those that qualify to get advanced support and consulting. If you are looking to sell your family business, Family Business Matters can also guide you through that process, as well. Wherever your family business is in its development, our team will create a customized plan to ensure the lasting success of your family business.

Family Business Consulting Services & Solutions

Family Business Advisory Board

A Family Business Advisory Board is made up of individuals who are not affiliated with the family business, but who have extensive business experience. Learn more about how an advisory board and its members’ outside experience can benefit your family business and if incorporating an advisory board is a good fit for your family business.

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Family Business Contracts

Family Business Contracts are designed to help a business function professionally by providing a basis for agreement and order. Learn more about the overall goal of a Family Business Contract and how it can be administered within a family business.

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Family Business Shareholder Agreements

Any family business that attempts to operate for an extended period of time without Family Business Shareholder Agreement is destined for disagreements and conflict. Learn more about how to prevent a major disruption within your family business and how Family Business Matters can assist in developing this binding legal document.

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Family Business Office

A Family Office operates with the purpose of effectively and efficiently managing a family’s investments, trusts, real estate, taxes, accounting, payroll, legal affairs and other miscellaneous non-financial matters. Learn more about this essential tool for highly successful and ultra-affluent families, including when to hire a family office, how it differs from a financial advisor and how it will benefit your family business.

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Family Business Board of Directors

A Family Business Board of Directors is a group of individuals who are either elected or appointed to oversee the operations of a business and make important decisions on behalf of business. Learn more about what exactly a Board of Directors can do for your family business and why it is critical to have a mix of family and non-family members to provide the best possible unbiased guidance for your family business.

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Family Business Council

One of the greatest mechanisms that foster communication, structure and planning is the development of a Family Business Council. Learn more about selecting the most logical members of a Family Business Council and how it assists the family business in resolving conflicts and planning for a successful future.

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Family Business Strategy

Every business needs a well-defined strategy, a formal approach to how the business will function in the present as well as in the future. Learn more about some of the most complex issues involved with creating a Family Business Strategy Plan and what is included in a plan to help your family succeed.

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Family Business Fast Track Programs

Fast Track Family Business Programs offered by Family Business Matters are designed to provide coaching and personalized guidance to a select group of family business owners who are highly dedicated to optimizing the future of their family business. Learn more about the four phases of this unique program and if you might qualify to participate.

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Family Business Conflict Management

If your family business is constantly in the midst of a conflict, either small or large, it’s time to implement effective family business conflict management resolution techniques which help govern the operation of the family business. Learn more about families who use these tools often fare much better than a family business that has no ground rules.

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Family Business Governance

One of the best mechanisms for ensuring that a family business runs like a corporation is the establishment and implementation of an internal Family Business Governance structure. Learn more about the roles that should be incorporated into a Family Business Governance document to establish rules and create boundaries.

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Family Business Succession Planning

One of the most important factors that contributes to whether a family business will survive and thrive generation after generation is a well thought out succession plan. Family Business Matters can help you develop a plan that ensure successors fully understand the financial aspects of running a family business before being put in charge.

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Family Business Constitution

In a family-owned business, these rules, which are commonly referred to as a Family Business Constitution, provide guidance and define the manner in which your business functions. Learn why it is important to develop a Family Business Constitution before you need one and what factors to include in a formal document.

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Family Business Mission Statement

A carefully constructed mission statement is especially critical to the success of a family business because it is can promote cohesiveness among family members. Learn how this tool will help formalize the goals of a family business and how you can set your business apart from competitors with a carefully crafted mission statement.

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Family Business Wealth Management

There are many issues involved in effective wealth management strategies, including preparing for eventual business succession, estate planning along with various investment strategies. Learn more about the factors to consider in devising wealth management strategies and how your family can be smarter with its money.

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Selling a Family Business

Selling a family business is a complicated matter, whether you are selling all or part of the business, selling to an individual or group and selling to someone who may or may not be involved in the daily operations of the business. Learn more about the factors to consider is making this important decision for your family business and how to deal with this emotional experience.

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