Business and wealth owning families – whether in their first, third, sixth generation or beyond – rely on MCV to help them map the successful transition of the enterprise from the current generation to the next. MCV is often referred by families’ trusted advisors who recognize the need for their clients to have critical conversations and make important decisions that prove challenging to tackle on their own. MCV deftly facilitates the articulation of diverse perspectives toward a cohesive vision of the family’s future around which they are mutually aligned and motivated.
Typically our work with families centers around planning for and/or managing through a transition. The transition could be related to any domain of the family enterprise: the family itself, the operating company, family office, family foundation or the transfer of co-owned assets.
Our services include helping family enterprises:
Define family mission, values and guiding principals
Create a shared vision for the future
Set strategy and develop action plans
Establish/evolve governance structures
Plan for leadership succession and transition
Enhance owner education and engagement
Articulate and preserve family history and heritage