Facilitated conversations among owners and family members
Create a structured setting to clarify expectations, hear perspectives and work through pending decisions.
Practice / 06
Family Governance & Strategic Execution
Family alignment and the discipline to turn decisions into action.
Let’s discuss your business →Is it time to work on this?
The family and business need clarity about who decides, how conversations happen and how agreements are followed through.
We start with your current situation to define priorities and a concrete scope. The aim is to move forward with clarity on what will be done, who will participate and how progress will be reviewed.
Areas of focus
What we can work on together
Establishing or strengthening a family council
Define purpose, participants and routines for discussing matters affecting the owning family.
Advisory-board design and support
Help organize agendas, information and follow-through to make use of external advisers’ perspectives.
Clarity across owner, board-member and executive roles
Distinguish ownership, oversight and operating decisions to reduce confusion across roles.
Family participation and employment policies
Facilitate criteria for entry, responsibilities and evaluation; binding agreements require legal advice.
Family preparation for succession or sale decisions
Organize questions, alternatives and discussions before making transition commitments.
Strategic planning and 90-day priorities
Translate broad objectives into focused priorities with owners and progress criteria.
External execution office: owners, indicators and follow-through
Coordinate follow-through and obstacles; the client’s owners retain execution responsibilities and decision authority.
Coordination with legal, tax and wealth advisers
Organize issues and follow-up among specialists chosen by the client, without replacing their professional recommendations.
A practical path
The scope is defined with you.
Understand
An initial conversation, review of relevant information and definition of the problem worth solving.
Design
A proposal with priorities, deliverables, responsibilities and specialist involvement where appropriate.
Follow through
Primarily online work, application within the business and progress reviews within the agreed scope.
Services, professionals, timing and fees are confirmed in a proposal. Business, financial or health outcomes are not guaranteed.
Start with a conversation
Let’s talk about what your business needs.
Tell us about your situation, the priority you want to address and who would participate. From there, we can assess an appropriate scope.
Email us about this practice →programs@schwartzmanglobal.com · Opens your email application.
Explore the other practices →Scope of services
Schwartzman Global provides consulting, education and coaching services. These services do not replace medical, psychological, legal, tax or accounting advice. Each client should consult qualified professionals for their circumstances and jurisdiction.
Schwartzman Global does not carry out business purchase or sale transactions. Each client is free to choose the intermediary or professional they consider most suitable to carry out any transaction.
External specialist services are provided under the scope and terms agreed with each professional or firm.