Family business enterprises are often unique reservoirs of bubbling talent and drive as well as dangerous rip tides, often bucking unexpected head winds.  Family business enterprises and the families who own them have many advisors to assist them with their wealth transitions, their legal structures, their complex array of assets.  However, more and more families who own enterprises are seeing a need to work with family advisors who help them focus on their most precious resource:  their family members. 

We focus on identifying and strengthening our client’s family’s value base and assist them in designing an intentional strategy for their family.  Let’s face it, a family’s resilience is arguably the most important family facet – they have to last, so they can thrive. 

Each of us at SDL possesses a thorough understanding of critical family enterprise issues. Each of us has a long history of utilizing assessments and instruments in our practice to enhance our effectiveness to our clients.  We have strong interpersonal skills – listening, confronting, challenging, straightforwardness and rapport – allowing us to build a strong affiliation with clients. Our deep experience as family business advisors and coaches uniquely positions us to make a significant impact on the challenges our clients are navigating.

Core Competencies

Multi-dimensional Individual and Group Assessment

Family/Owner Relations

Legacy Readiness Preparation

Case Studies in Brief

These are representative engagements in which we worked closely with our clients to apply a focused, directed approach to addressing their business challenges. In each engagement, we applied our expert business knowledge, unique methodology and approach to align key decision makers in their understanding of the business solution, so that there would be consistency in execution. We identified metrics that made sense to each client, and incorporated those in the design of our work.