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Who it is for

Family firms and boards planning who leads next.

What we do

Handing over a family business is as much about relationships as ownership. We help the family agree the rules first, then the plan.

How we work

  1. Hear everyoneConfidential one-to-one interviews with family members and senior staff.
  2. Agree the rulesA family charter covering roles, pay, dividends and how disputes are settled.
  3. Set the boardBoard structure, an independent chair if needed, and a handover timeline.

What you get

  • A signed family charter
  • A board and governance structure
  • A dated handover plan

Questions and answers

Is it confidential?
Yes. What each person tells us stays with us unless they agree to share it.
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