years serving families and supporting their legacy
families served, including business, family office, and foundation
staff trained at Northwestern’s Kellogg School of Management Center for Family Enterprise
Your entrepreneurial spirit. Your commitment to community. Your focus on long-term strategic thinking. Your deeply rooted family values.
With more than 170 years of experience building family businesses, we’ve learned your business is your legacy and that getting the right advice, spotting fresh opportunities and growing your business and wealth sustainably is crucial – whether you’re transitioning from one generation to the next for the first time or for the fifth time.
It takes a passionate experienced community of solvers who understand the balance of making meaningful decisions for your family and for your enterprise. We’ll bring the perspective you need to help look to the future, drive growth and secure your legacy.
Your business is growing. It’s time to look ahead and take things to the next level. It’s time to determine your “Owner’s Agenda”. It’s a framework we’ve designed to assist you in developing both your ownership and business strategies in a consistent and integrated way.
It’s a human-led, tech-driven approach that meets you where you are on your business journey. The right technology paired with a team who has the perspective to translate the data into real insights.
Together, we can find new opportunities and shape the future of your business. We’ll help you transform today’s ideas into tomorrow’s outcomes.
Managing family ownership is probably one of the more unique and complex challenges that sets family businesses apart from any other type of business. You need to balance wealth and continuity with governance, purpose and values. Not to mention your family’s overall happiness. Not an easy task. We’ll help you make the right moves to create meaningful, sustained outcomes for today and all your family’s future generations.
You’re dedicated to the long-term success of your business for decades to come. Sustainable growth is fundamental to the longevity and continuity of family businesses. From strategic planning and profitability to succession planning and transactions, we understand the complexities you’re undertaking. We’re here to help you grow today to build a strong legacy, long past tomorrow.