Leave behind the fear-based approach to continuity planning.

A beacon for family enterprise seeking not just survival, but a thriving legacy.
Serving business families and their advisors as they build sustainable futures together.
With exclusive focus on the human, relational and structural capacities that drive your Familiness Advantage, we take the time to bring to light what is difficult to see when working inside your busy family business. We meet you where you are at and guide you through complexities that are unique to your existing structure and family. .
Our approach is best captured by the unique ways a lighthouse guides vessels to safety during uncertain waters.
“I can think of no other edifice constructed by man as altruistic as a lighthouse. They were built only to serve”.
George Bernard Shaw
Our Philosophy
Our approach is strength-based & principle-driven. We recognize and appreciate what is already working well within your family and business areas.
We will not ask “what is wrong”, but rather encourage everyone in your family business system to ask; “What’s working and how can we make this even better?”
We encourage inviting all family members, including those currently not working in the business into important conversations with you about the future.
We equip and empower each member of the family.
With over 25 years of serving family businesses, we’ve learned which improvements stick.
When making changes to habits, systems, and structures it is essential to provide each individual with a safe and comfortable place to be open. We want each family member to voice their thoughts and share perspectives, hopes, and dreams about their business and family’s future.