The right strategy removes uncertainty, prevents crises, and safeguards both family harmony and business longevity.
______ Provide objective, strategic guidance to ensure sound decision-making, avoiding conflict, protecting the business, and generating long-term shareholder value.
______ Equip families with the tools and skills to handle succession, governance, and emotional entanglements, ensuring both harmony and business resilience.
______ Discover the real issues behind family disputes to prevent damage to relationships and businesses.
______ Deliver thought-provoking talks that challenge conventional wisdom on family businesses, wealth, and the unseen forces shaping their success or failure.
______ Provide an estate plan that goes beyond taxes and structures by integrating invisible human dynamics.
______ Help families set up and structure their family office by combining value maximization and relationship preservation.
I am not a lawyer, a psychologist, or a banker, but I aim to combine the best of all three disciplines into one. I work with family-owned businesses both as an outsider – advisor, mediator and coach – and as an insider – manager, board member, protector and distribution counsellor. My assistance isn’t simply about taxes, finance and legal frameworks, it’s also about understanding people’s psychology and the invisible forces—loyalty, guilt, rivalry, fear—that shape their decisions.
While others tend to focus on best practices, my priority is helping families to avoid the worst ones. In family-owned businesses, survival comes first. Avoid failure, and success follows.
I’ve been next to families during business transactions, leadership successions, corporate restructurings and family confrontations. In this privileged position, the insight has been clear: the biggest risks are rarely financial or legal; they’re human.
This newsletter explores the hidden dynamics behind business failure, inheritance conflicts, and governance breakdowns before they become a problem.