Family Office & Wealth Holder Issues
Family Assets: We can help you reach amicable agreements pertaining to investment decisions, new acquisitions, financing decisions, asset management, and sales/dispositions.
Roles & Responsibilities: As families and assets grow, responsibilities change, and new ones surface. Who should take on which responsibilities? Let us help you figure that out.
Succession Planning: Who should assume which roles? How should you share the news without hurting or alienating anyone? What if they don’t want the responsibility? We can help smooth all of those conversations.
Trusts & Estates: We can help everyone feel fairly treated when discussing plans for sharing wealth with the next generation, and can reconcile interpersonal tensions around inheritances and the division of an estate.
Saying “No”: How do you decline friends and relatives seeking investors or worthy charities looking for patrons? And, how do you do so while protecting your relationships and your family name? Let us teach you.
We can also help you resolve:
Leadership Board Disputes
We work with:
Companies of all sizes
Private wealth & family offices
The Practitioner Advantage
Each member of the Consensus team has more than fifteen years of field experience, working on behalf of clients as their negotiators and mediators. As practitioners, we routinely test and apply cutting edge strategies and theories as part of our various client situations, ranging from hostage situations to billion-dollar business transactions to political standoffs.
Accordingly, we are highly informed about the strengths inherent to different approaches and frameworks, and how various theoretical concepts would or would not apply to your contexts. Our practitioner experience translates into more concrete advice based on firsthand experience, a true understanding of how theories play out in the real world (and when popular ideas would fall short), and an ability to relate to professionals at all levels of seniority – including members of your C-suite.