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 development 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 office, operating company/ies, foundation, legacy property/ies or co-owned assets.

Our services include::

• Defining family mission, values and operating principles;
• Mapping the family history and legacy;
• Creating a shared vision for the future;
• Strategic planning;
• Developing/updating governance structures;
• Creating a family assembly/ council;
• Succession planning and leadership transition;
• Enhancing owner education, communication and engagement;
• Agenda design and facilitation of family meetings;
• Individual coaching.