Strategies, Inc. Consultants to Family Enterprise & Families of Wealth

About Strategies, Inc.
Strategies works in partnership exclusively with closely-held and family businesses. Since 1976, more than a thousand companies in many sectors, and more than one hundred families of wealth, have entrusted us with guiding business growth, navigating succession, preserving and protecting family wealth, and safeguarding relationships for the future.

Strategies' Services
Our services are both strategic and tactical, supporting the business owner, executives, management teams, and family members through the lifecycles of inevitable change. Companies invite us in to counsel and lead at any number of crucial stages in the life of their enterprise, to steer through conflicts over stock, money, position, role, succession, personality, relationships, and to facilitate healthy decisions about strategic direction.

Strategies' Consultants
In a dynamically diverse team approach, Strategies’ consultants offer an array of professional disciplines paired with repertoires and wisdom of practical experience. Our consultants have actually run organizations, managed people, trained staff, chaired boards, implemented projects, met payrolls, and built businesses.

Organization Diagnostic & Development
Strategies for Structure
Many companies equate “success” with increased revenue, losing sight of the organizational infrastructure essential to support sustained financial growth. Increasing profits requires business systems which are at the same time robust and flexible to allow realization of the company’s capacity and potential.

Communication & Conflict Management
Strategies for Relationships
Unresolved conflict destroys relationships, businesses … and families. Communication issues are often the core problem in family disputes concerning roles, responsibilities, compensation, and succession. It is no surprise that over fifty percent of first generation private companies fail at the time of transition to a family successor or the next owner.

Family Wealth & Relationship Management
Strategies for Legacy
Wealth amplifies every interpersonal issue among parents and children, siblings and in-laws, trustees and beneficiaries, and extended family members. Our goal is to arrest and reverse the trends which plague families in this position, to preserve wealth, enrich the family experience, and enhance the quality of life for all family members.

Advisory Board Development
Strategies for Good Counsel
Advisory Boards for closely-held corporations can have significant positive impact on long range business success. Strategies will skillfully select a slate of professionals who will bring their multiple perspectives, expertise and the wisdom of experience to coalesce in an Advisory Board for you & your business. Our singular focus is to enable you to deal with the challenges unique to your personal circumstances.

Control Your Future.
In a dynamically diverse team approach, Strategies consultants offer an array of professional disciplines paired with repertoires and wisdom of practical experience. Our services are both strategic and tactical, supporting the business owner, executives, management teams, and family members through the lifecycles of inevitable change.

Contact Us
Strategies welcomes any questions or comments about the information you have seen on our website and would gladly provide you with anything additional you might require. We look forward to hearing from you about your family or business needs.