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Succession Planning and Family Governance Services

At IRIS GROUP, we specialize in supporting families in developing formal succession plans, establishing effective governance structures, and implementing decision-making frameworks. We understand that family-owned businesses face unique challenges that extend beyond typical business operations. Our core advisory services focus on addressing these challenges and ensuring the long-term success of your family and business.


Navigating Family Dynamics:

Unlike non-family businesses, family-owned enterprises must navigate complex family dynamics alongside business operations. We recognize that family issues and non-business considerations can significantly impact the success of your enterprise, especially during generational transitions or external economic crises.


Building for Generations:

While non-family businesses often measure success in quarters, family-owned businesses take a long-term perspective, measuring success across generations. Preserving the company’s legacy for future generations is a central objective for family-owned businesses.


Our Approach:

At IRIS GROUP, we understand the importance of strategic planning in family-owned enterprises. Our experienced advisory team has worked with families of all sizes, assisting them in creating robust family governance structures that foster sustainable, long-term success.


Key Services:

Succession Planning: We help you develop a comprehensive succession plan that outlines the transfer of leadership and ownership from one generation to the next. Our approach considers your family’s values, aspirations, and business objectives, ensuring a smooth transition and continuity of your legacy.


Family Governance: Establishing clear governance structures is crucial for effective decision-making and conflict resolution within family-owned businesses. We work closely with you to design customized governance frameworks tailored to your family’s unique dynamics, facilitating smooth communication, and fostering harmony among family members.


Next-Generation Development: We offer tailored programs to develop and prepare the next generation of leaders within your family business. Our programs focus on cultivating essential skills, instilling a strong sense of responsibility, and nurturing a deep understanding of your family’s values and business goals.


Family Meetings and Facilitation: We provide facilitation services for family meetings, creating a safe and constructive environment for open dialogue and collaboration. These meetings serve as a platform to address family concerns, make strategic decisions, and strengthen family unity.


Why Choose Us:

Expertise: Our team of advisors specializes in succession planning and family governance, bringing extensive knowledge and experience to guide you through the complexities of family-owned businesses.


Personalized Approach: We understand that each family and business is unique. We tailor our services to align with your specific goals, values, and vision, ensuring a customized approach that addresses your family’s needs.


Long-Term Perspective: We share your commitment to building a lasting legacy. Our focus is on creating strategies and structures that promote sustainable growth and prosperity for generations to come.


Confidentiality and Trust: We prioritize the confidentiality and trustworthiness of our relationships with clients, providing a safe space to discuss sensitive family matters and make informed decisions.


At IRIS GROUP, we are dedicated to supporting your family-owned business in developing robust succession plans and implementing effective family governance structures. With our expertise and personalized approach, we help you navigate the complexities of family dynamics and achieve sustainable, long-term success.

Contact us today to embark on a transformative journey towards securing your family’s legacy.