We are committed to helping families improve all aspects of their collaborative efforts to oversee their businesses, foundations, and wealth management. That is our professional mandate, and our personal passion.
As a result of our expertise in both organizational functioning and family dynamics, we are able to assist families across the spectrum of needs, addressing the governance, strategy, leadership, and process factors simultaneously.
Theory --- and Experience
Our intervention model is rooted in organizational theory and research, and shaped by over 40 years of experience working with hundreds of families around the world.
Problem solving --- and Legacy
We design projects that respond to the immediate needs expressed by our clients, but also look ahead to the demands of the future.
A Holistic, SystemS Approach
Our focus is always on the continuity of the entire system, including the family, ownership, and the business. We address the unique dilemmas that arise within each of these fundamental areas of a complex family enterprise, as well as the challenge of integrating them into a well-functioning whole.
Design & Implementation
Phase I: The Continuity Audit
LGA engagements typically begin with a Continuity Audit in order to assess the system's capacity for continuity.
Good planning requires good information. We have developed a process for generating the essential data that is needed to guide integrated planning: the LGA Continuity Audit. Watch the video for more details on our signature diagnostic.
Phase II: Design & Implementation
The plans and timetables that emerge from the Continuity Audit are the blueprint, but real change requires successful implementation.
Each client relationship includes a unique implementation plan. Some of the activities make use of standard business practices and well-used instruments. Others have been designed by LGA specifically for family enterprises.
Phase III: Long-Term Support
No continuity intervention is ever a permanent solution.
Families and businesses are constantly evolving, and each change brings new challenges. The fundamental difference with our work in Phase III is the weight of history and experience. LGA builds on all of the structures, policies and processes that emerged from Phase II and the focus shifts to maintenance, remodeling and redesign, as needed.