Family enterprises – whether in their first, third, sixth generation or beyond – rely on MCV to help them achieve the planning necessary for the successful transition of the enterprise from the current generation to the next and the sustained health and cohesion of the family. MCV is often referred by families’ trusted advisors who recognize the need for their clients to have critical conversations and make important decisions about their future direction that prove challenging to tackle on their own. MCV deftly facilitates the articulation of a diverse range of perspectives toward the ultimate expression of a cohesive vision of the future. 

MCV works with the client to plan for the entire family enterprise or to focus on specific domains within the enterprise, such as the family itself, operating companies, family office, foundation, legacy properties or co-owned assets.

Our services include::

• Defining family mission, values and operating principles;
• Creating a shared vision for the future;
• Succession planning and leadership transition;
• Strategic planning;
• Establishing/evolving governance structures;
• Enhancing owner education, communication and engagement;
• Creating a family assembly/ council.