Untangle what you own
Improve communication
Unify your family
Sharing ownership with family is complicated
We understand — Family enterprises can feel disorganized, overwhelming, and out of control
Every family is unique, and every family enterprise has its own set of obstacles. At The Family Enterprise Office, we’ve never met a complexity we couldn’t untangle. Together with Western Reserve Trust Company, we’ll set your family enterprise up for a legacy of shared success.
From managing miscommunications and clarifying ownership, to optimizing your enterprise and planning for the future, our joint team is here to help your family find clarity and alignment.
Our Family Ownership Services include
Ownership Untangling
Expert Sourcing
Family Asset Decision-Making
Trust Ownership Analysis
Ownership Succession
Scenario Planning
Ownership Risk Management Support
Governance Design and Implementation
As your long-term planning partners, The Family Enterprise Office and Western Reserve Trust Company offer the tools and guidance your family needs to move forward, confidently.
Do these questions keep you awake at night?
My family is deteriorating, one broken relationship at a time. What can I do?
How does shared ownership affect me long-term?
My family and I see this situation differently. How can we get on the same page?
What are my roles and responsibilities?
How can family ownership support my personal and professional goals?
If I want to change my role, how will that impact the enterprise?
How can we plan for the future?
If these questions sound familiar, schedule a call with our team. We’ll show you how shared ownership can unite your family and secure your future.
Shared ownership success starts with three simple steps
Plan
We’ll discuss your needs, concerns, and goals — and how our experienced team of untanglers, planners, and optimizers can help.
Manage
Together with Western Reserve, we’ll oversee every aspect of your plan. Because when you’re equipped to maximize every opportunity, family ownership becomes simple.
Thrive
Enjoy the relief and satisfaction that comes from our trustworthy, non-conflicted guidance and comprehensive family enterprise services.
At The Family Enterprise Office, we want to see your family succeed.
That’s why we offer a full suite of ownership, trust, tax, and facilitation services, trustworthy counsel, and long-term support.
We believe in clarifying ownership and strengthening families
With a straightforward plan for a more secure future
Five Ways to Improve Communication and Increase Peace of Mind in Your Family Enterprise
Download this free guide to improve your family’s communication— and collaboration.