family businesses are different from public companies

We created Engaged Ownership and The Engagement Toolkit to help advisors understand the distinctive features of family enterprises and how they can best bring to bear their expertise with each of their clients.

Every family enterprise is unique—each has its own goals, culture, operations, opportunities and choices—all of which will be reflective of the family’s history and aspirations. We help advisors learn how to better understand these unique systems through Core Capital, Shared Purpose and Vision, and to then develop governance and strategy through the advisor’s respective expertise.

The challenge is to engage owners in business decision-making in a way that sustains and builds the capital that has been created.
— Amelia Renkert-Thomas