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Family Business Advisory Programs

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About the advisory method

Discover tailored virtual coaching programs designed to help family business leaders find clarity and their true place — whether realigning within the enterprise, navigating transitions, or building a fulfilling path forward.

 

From focused sessions to deep mastery journeys, each package delivers practical strategies rooted in real family enterprise experience.

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Note:​
You may request a custom offer for unique scenarios.
To be discussed during the Free 15-min Call.

Power Hour with Leo

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  • Immediate role clarity session

  • Targeted framework-based coaching

  • Uncover hidden role tensions

  • Map practical next steps

  • Confidential 60-minute call

$350 Per Session
(You may be eligible for special rates)

Role Clarity Accelerator

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This focused program helps family business leaders resolve role uncertainty and define their true place.


We leverage one of our structured frameworks or workbooks as the foundation, then coach intensively based on the framework to address generational pressures, align personal vision with family legacy, and create a clear, fulfilling path — whether inside the business, corporate routes, or independent ventures.


Ideal for family business leaders ready to move beyond surface-level uncertainty and build a personalized roadmap with ongoing support and accountability.
 

  • 4–6 week structured program

  • Resolve role uncertainty fast

  • Personalized alignment roadmap

  • Generational pressure strategies

  • Ongoing support & tools

True Place Mastery Journey

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This deep program delivers lasting clarity and confident leadership in your family business.


We leverage one of our comprehensive frameworks or workbooks as the core structure, then coach thoroughly based on the framework to integrate role definition, succession planning, governance, generational harmony, and personal fulfillment into a sustainable path forward.
 

Ideal for committed family business leaders seeking profound transformation — full alignment with legacy, confidence in their place, and tools to lead through generational change with strength and vision.

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  • 3–6 month deep transformation

  • Full legacy alignment focus

  • Succession & governance planning

  • Generational harmony strategies

  • Unlimited support & mastery report

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