Next Generation Transition
We support business-owning families in preparing the next generation for future ownership and leadership roles.
Our work begins with an objective assessment of capabilities, motivations, and potential. Using a structured evaluation framework, we benchmark family members against internal and external talent and assess their suitability for different roles as shareholders, board members, or executives.
Successful transitions require more than succession planning. They require clarity on roles and a commitment to meritocracy. We help families make informed decisions on how the next generation should be involved, and how they can be prepared to contribute effectively over time.
Purpose across generations
Generational transition often brings a reassessment of purpose. Next generation members tend to challenge established assumptions and broaden the agenda beyond financial performance. Questions of sustainability, responsibility, impact, and long-term direction become more prominent.
We support families in structuring these discussions and translating them into a shared understanding of purpose that can guide ownership and governance across generations.
Our support includes
- Facilitation of intergenerational dialogue, including purpose and long-term direction
- Assessment of next generation members, including capability, motivation and role fit
- Role definition, across ownership, governance, and executive responsibilities
- Preparation for future roles, including coaching and development planning
- Career and development pathways, aligned with the needs of the business
Interested?
If these themes align with your current priorities, we would welcome a conversation.
In a confidential introductory call, we focus on understanding your situation and objectives, and on determining whether we can add value.
