Gain peace of mind for your family enterprise
Take ownership of what you ownTM
Take ownership of what you ownTM
Take ownership of what you ownTM
Stronger family relationships
Vision and cohesion for leadership
A deeper legacy for your business
Services we offer
Help with ownership, decision-making and succession
Assistance getting organized in complex situations
Support and clarity for family trusts
You should feel confident in your family’s future.
Overcome differing opinions among business owners.
Clarify your goals.
Rise above personal conflict.
Face leadership challenges.
Create a succession plan you can rely on.
It's hard to grow a successful family business and keep the owner relationships strong.
We believe you should feel confident in your family’s legacy. With over 15 years of serving families, we understand that growing a family enterprise is complex. That’s why we help create a custom plan to create stability for your business and your family.
Overcome uncertainty and keep your family business relationships strong with our proven process.
Discuss your goals.
Schedule a time to talk with our team. We’ll discover your unique needs and how we can help you be more successful.
Create your plan.
Our Family Enterprise experts will help you create a custom plan to get everyone on the same page for the future.
Grow a stronger family enterprise.
Together, we’ll work your plan so you can enjoy peace of mind as you strengthen your family and business for years to come.
“Everyone has been impressed with the caring nature David provides during our meetings. David and his team have provided us the tools we needed to have open communication.”
Paul Verst, Chairman of the
Board, Verst Logistics
“Family Enterprise Office is exceptional at taking the wide canyon of my family's ideas and pulling it together. They worked us through the tension of having different views in a way that closed the gap. We finally got consensus and clear decisions. It was amazing.”
Loi Conway Drath, Trustee of The Ruth J. and Robert A. Conway Foundation, Inc.
We understand the challenges of owning a family enterprise.
You want to be a confident leader. In order to do that, you need a plan to strengthen your family and attain even more success for your business.
We understand that it's hard to grow a successful family enterprise and keep the owner relationships strong. Too much conflict or poor communication can slow down progress, leaving you feeling uneasy as you look towards the future. Dealing with succession planning within a family can be awkward at best, and only 30% of families will successfully transition their enterprises to the third generation.
Leadership transitions shouldn’t create resentment within your family, and goal setting should be a refreshing, rejuvenating process. Those peaceful transitions don’t happen on their own.
We believe you should feel confident in your family’s legacy. With over 15 years of serving families, we understand that growing a family enterprise is complex. That’s why we help create a custom plan to create stability for your business and your family.
Your family and your business are too valuable to stagnate in indecision.
Owning a family enterprise can be deeply satisfying. But when people feel left out, undervalued, jealous, or indifferent, both the family and the business begin to crumble. Eroding trust within the family can lead to a loss of vision for the company as a whole. You can prevent that from happening.
Feel confident in your family’s future.
Download our free guide to improving communication and peace of mind in your family enterprise today.