Supporting the continuity of your

Family 
Business 
Office 
Foundation 
Legacy 
Enterprise 
across generations

We treat all family enterprises as systems

They have dynamic and overlapping subsystems: Business, Ownership and Family. Continuity requires planning and action across all three over time.

A commitment to continuity requires a clear and energizing vision for future ownership along with the structures, policies and processes, and leadership to achieve it. These activities are typically governed by a network of Boards and committees that ensure the shared vision of the owners is aligned with business strategy and family values. These values often include important messages to family owners about stewarding wealth responsibly, and opportunities to achieve important social change and leave a family legacy via Family Philanthropy.

All families are unique, though they also share many common characteristics, challenges, and opportunities. Members typically align around their core values and an emotional connection to a common entrepreneurial legacy. Their activities are often focused around connection, engagement, education and impact and governed by a Family Council.
Enterprising families often oversee a range of activities including operating companies and investment portfolios. Long-term planning across complex entities requires strategic alignment, effective leadership, clear guidelines for family involvement, and effective communication with a broad array of stakeholders. These initiatives are typically governed by top executives in collaboration with a Board and Family Council.
3 circles business
3 circles ownership
3 circles legacy
3 circles family

Want to learn more? We're here to help.

Continuity Audit

Empower your family enterprise for the future

The LGA Continuity Audit, our signature diagnostic tool, will provide you with a comprehensive analysis of your family enterprise system and a customized roadmap to achieve multi-generational success.

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Family Businesses
Family Offices
Family Foundations
Trusted Advisors

What our experts are saying

Thought leadership and resources for you and your family enterprise

Divide

Jobs vs. Wealth

Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.

What our experts are saying

Divide
-Articles

Jobs vs. Wealth

Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.

-Articles

Growing up Green

Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.

Research
-Research

Philanthropy in Complex, Multi-Generational Families

For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—
philanthropic passions

Newsletter

Mentoring the next generation

Popular news and culture is littered with stories of failed mentorship of the next generation – trust fund kids corrupted by inherited wealth, and young