GOVERNANCE & RISK
Give Your Family Business Clear Roles, Decision Rights and a Calm Way to Meet
In a family business, the same people are relatives, owners and managers, often on the same day. A disagreement over a purchase can become a disagreement at dinner. Roles are assumed, not written, and decisions get made in the car park, which leaves some members out and others overloaded.
We help you separate the three conversations: family, ownership and management. Together we agree who decides what, how family members join and are evaluated in the business, and how to meet regularly. This is operational governance. It is not legal, tax or succession-law advice.
Discuss your business ↗WHAT WE DO
Practical support,
step by step.
- 01Hold private conversations with each key family member to hear expectations, concerns and what each person wants from the business
- 02Map the roles of each family member across family, ownership and management, and note where they overlap or conflict
- 03Draft a decision rights chart that says which decisions the owners, the managers and the family council each make
- 04Set a simple meeting rhythm: a regular management review, an owners' meeting and, if useful, a family meeting
- 05Write entry and role guidelines for family members who want to join the business, including reporting lines and review of performance
- 06Agree how compensation and perks are decided and recorded for family members working in the business
- 07Help the family define how disagreements will be raised, discussed and resolved before they become personal
- 08Prepare you for conversations with a lawyer, chartered accountant or succession specialist where formal documents are needed
WHAT YOU RECEIVE
Outputs you
can use.
- A family and business roles map
- A decision rights chart for owners, family and managers
- A meeting calendar with agendas and note templates
- A draft family member employment guideline for discussion
- A list of matters to take to legal and tax professionals
Final deliverables depend on the agreed scope.
WHO THIS IS FOR
Family-owned businesses with two or more family members involved, especially during a generational handover, a sibling partnership or the first hire of a non-family manager.
LET’S MOVE YOUR BUSINESS FORWARD
