As an expert in family business matters, you don't need us to educate your clients about the business and financial issues ahead. You already do that. You do their estate planning. You facilitate their succession planning. Our contribution comes when that work is blocked; your clients are in family conflict, or paralyzed by fear of conflict. Or the family's ability to work together depends on one or more members getting psychological help--you need assessment and referrals to appropriate educational or clinical resources.
Most of the examples on the Work page describe our collaboration with other advisors. Sometimes Ken plays just a brief, specific role (facilitating one meeting, for example; or counseling one branch of a family). In other cases he has become a long term member of the advisory team. He may consult to advisory teams without working directly with their clients.
