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What services do you offer?

We offer a range of professional services to your family business. WE want to build a long term trusted, customized relationship with your family and you business. Each step in the consulting process is in careful collaboration with each client. Some of the services include:

  • Family
    • Developing better, more effective communications
    • Resolving conflicts
    • Organizing and facilitating family retreats
    • Developing family charters
    • Building Family Councils
    • Dealing with intergenerational conflicts
    • Developing next generation forums for training, education, and support
  • Business
    • Strategic planning
    • Team building: management and executive
    • Leadership assessment and development
    • Policies re: compensations
    • Shareholder agreements
  • Ownership/Governance     
    • Developing 'real' boards
    • Running effective board meetings
    • Long range strategic planning
    • Continuity planning
  • Skill Building and Training
    • Conflict management skills
    • Successful communication strategies
    • Developing family mission statements based on shared values
    • Raising responsible children
    • Running a successful family retreat.
    • Developing an effective family council

About Us

We are based in Florida and we also have work in partnership with networks of coaches in the United States, Europe, Asia and  Latin American .  Who We Are. We offer Bilingual Coaching and Training services in Spanish and English.

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