CONSULTING

Mark has extensive experience advising family businesses of all shapes, sizes and generations. He specializes in helping companies navigate challenges that are often unique to family business such as:

• Development of next-generation leaders and succession planning.
• Family council and systems of governance; family policy development with regard to ownership, management and compensation.
• Strategic planning, assessment, recommendations and procedural change for boards of directors and shareholders.
• Working with attorneys, CPAs, financial planners and other professionals to support family business owners and families.
• Negotiations involving multi-generational disputes.

See Case Studies