Our Services
One Stop Solution for
Family Business Transitions
Our Services
We are committed to preserving your family’s legacy, strengthening its bonds, and ensuring your business thrives across generations.
1.
Assessment & Diagnostic
Gain Unparalleled Clarity on Your Business Landscape
Before charting a strategy for the future, it’s vital to know where you stand. Our proprietary online assessment gives a clear snapshot of your business’s structure, governance, and inter-family dynamics—highlighting both strengths and vulnerabilities.
Includes: Review of governance systems, analysis of family–business alignment, and identification of key opportunities for growth.
Outcome: Understand your organization’s true position and define the roadmap towards lasting success.
2.
Family Business
Sustainability Planning
From a Single Generation to a Lasting Legacy
We help families design a sustainable business model that balances purpose, profit, and people. Together, we build systems that strengthen continuity, institutionalize family values, and foster resilience through changing times.
Outcome: Create a business capable of evolving while preserving the values that define it.
3.
Family Business
Continuity Planning
Transform Vision into a Living Strategy We go beyond traditional exit planning to develop an actionable framework that connects ownership, management, and governance. The result is a unified direction that sustains growth and protects the legacy you’ve built.
We go beyond traditional exit planning to develop an actionable framework that connects ownership, management, and governance. The result is a unified direction that sustains growth and protects the legacy you’ve built.
Outcome: Translate long-term aspirations into measurable, enduring progress.
4.
Successor Development
& Transition Planning
Preparing Future Leaders for Confident Transitions We design structured pathways to identify, mentor, and empower the next generation of leaders. Each program nurtures the capabilities and mindset needed for a seamless shift of authority and purpose.
Outcome: Achieve a confident, well-prepared transfer of leadership across generations.
5.
Personal Legacy
Protection
Safeguard What You’ve Earned Your personal wealth and family assets deserve protection from business uncertainty. We develop risk-mitigation and asset-protection strategies that secure your personal legacy, even in volatile market conditions.
Outcome: Maintain personal financial security independent of business performance.
6.
Annual Strategic
Reviews
Keeping Your Transition Plan Relevant and Responsive Because succession is an evolving process, our annual reviews revisit objectives, timelines, and emerging challenges. This ensures your continuity plan remains practical, aligned, and future-proof.
Outcome: Sustain momentum through periodic reflection and adaptive planning.
7.
Conflict Resolution
& Mediation
Turning Differences into Productive Dialogue Disagreements are inevitable in family enterprises. Our neutral facilitation process helps identify root causes, rebuild trust, and guide participants toward durable solutions that strengthen relationships and governance.
Outcome: Resolve disputes constructively and protect both relationships and results.
8.
Governance Framework Development
Clarity That Builds Confidence We help formalize decision-making through clear governance instruments such as Family Charters, Employment Policies, Dividend Rules, and Shareholder Agreements. This ensures fairness, transparency, and accountability in every critical process.
Outcome: Build a professionally managed enterprise guided by shared principles.
9.
Leadership & Capacity
Development
Equipping the Next Generation to Lead with Purpose Through tailored workshops, one-on-one coaching, and executive mentoring, we strengthen leadership, financial, and governance capabilities essential for next-generation stewardship.
Outcome: Empower emerging leaders to navigate complexity and carry the legacy forward with integrity
FBT Engagement Models
Ensuring that all goes smoothly
1
Advisory Model
Project-based consulting for specific governance or succession needs.
2
Mentorship Model
Ongoing guidance and coaching for families & next generation leaders.
3
Family Office Model
End-to-end continuity management for wealth and governance.
Legacy is built over time—sustainability keeps it alive.
Partner with FBT to secure both.
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