Family Business Services
Owning and running a family business is about more than performance. It is about legacy, responsibility, and the people who carry it forward. We work alongside business-owning families to align ownership decisions with business strategy, so both the family and the business can thrive across generations.
Our approach: The Owner’s Agenda
Every family business owner manages two issues at once: how the business is owned, and how the business succeeds. The Owner’s Agenda is our framework for addressing both together, rather than treating them as separate conversations. It places you, the owner, at the centre, and helps you build an ownership strategy and a business strategy that work in step with each other.
The Owner’s Agenda illustrates our approach to developing both your ownership and business strategies.
Managing ownership
Strong ownership starts with clarity at home. We help you work through:
- Wealth: Investment strategy, asset and wealth management, family office structures, and tax and legal planning
- Governance: The corporate structures that guide management, and the family structures, such as family councils and employment policies, that keep relationships healthy
- Continuity: Succession planning, generational transition, and the transfer of leadership and shares
- Purpose and values: The shared identity, ethics, and philanthropic priorities that hold a family business together
Managing the business
Ownership clarity only matters if the business itself is built to grow. We help you work through:
- Strategy and transformation: From business model review to digital, finance, and workforce transformation
- Deals and growth: Mergers, acquisitions, divestitures, and new routes to revenue
- Capital: Financing structure, treasury, working capital, and readiness for investment or IPO
- Growth and profitability: Performance management, cost optimisation, and operational restructuring
- Risk and regulatory: Compliance, ESG reporting, cyber, and data governance
- Talent: Workforce strategy, leadership development, and reward
- Ownership and stakeholders: Corporate communications, reputation, and reporting on sustainable value creation
Introducing Esiri Agbeyi: Our Africa Family Business Leader
How we’ve helped families like yours
A founder in his seventies needed help deciding whether his daughter, the company’s COO, was ready to lead. We worked with the family to evaluate succession options, helped form a board that included non-family members, and carried out a capability assessment for the COO.
A fifth-generation media business had always kept its board entirely within the family. We helped the family evaluate the board’s oversight role, expand it to include outside members, and form committees to oversee management, recommending candidates for the new seats.
For the next generation
If you are a next-generation member preparing to take on a leadership role, visit our page to connect with peers and build the skills you will need.
