Our Approach to Advising Family Businesses

Most of our client relationships are deep, highly personal, multi-year engagements. These engagements typically follow 3 phases:





To help owners of family businesses prepare for family business succession and other key challenges, we dedicate hours in the Discovery period interviewing each key player: owners, family members, and advisers. Every interview is confidential. Trust is an integral part of the process. We do not attribute specific perspectives back to individuals. Instead, we share themes of what we heard from the interviews: where they are in alignment and where they are not. These confidential interviews are essential for us to gain an understanding of the family business system, as well as the individuals within it. We may also supplement the interviews with proprietary surveys to help us uncover the root of the matter.


From there, we move on to working with the family to make the decisions that are right for them. There is no one-size-fits-all approach. In the decision-making phase, we will offer best practices and recommendations based on our experience and expertise, for example in guiding family conflict resolution, but we recognize that the end result must work for each unique family.


Once decisions have been made, we work with the family on Continuity: making sure the right structures and processes are set up to implement the decisions the family has made. Our family enterprise advisory services during this phase may vary greatly depending on what the family’s needs are. Our role is to help provide the appropriate support, coaching, and structure.

Our overarching mission is to help owner families make better decisions together and strengthen their family enterprise.







We know Family Enterprises

We service every aspect of a family enterprise. Whatever your need may be, we can help.

Family Business:

Our clients’ operating businesses span many industries, including manufacturing, luxury and consumer goods, industrial services, real estate, communications, and more.

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Family Office:

Family offices are an increasingly popular way for families to manage their wealth. They offer the benefits of confidentiality, customization, and cost efficiencies.

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Family Shared Property:

As a family’s wealth grows, their portfolio of assets often expands to include vacation properties, private planes, boats, and more.

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Family Philanthropy:

BanyanGlobal can help you to get the most out of your family foundation. Our process starts by working with you to identify the objectives of your philanthropy.

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