Family Business.
Family Enterprise.

UNIQUE ENTITIES

The passion and pride in ownership family members bring is what makes family businesses so enticing and magical. Helping family members learn how to work and make decisions together is key to the success of both the family and the business. Clarifying family member roles, their relationships with other owners, boards of directors, and company employees is crucial. The same emphasis should be given to succession and leadership planning. Ginni Galicinao brings these interlocking systems into focus.

“Ginni has successfully helped our family navigate family dynamics within the challenging complexities of wealth. With patience, warmth and wit, she has guided us through the often difficult work that is required to make significant transformation. It is a pleasure to work with her.”

Anonymous Members
Andrew Mellon Family

Family Business.
Family Enterprise.

unique entities

 

The passion and pride in ownership family members bring is what makes family businesses so enticing and magical. Helping family members learn how to work and make decisions together is key to the success of both the family and the business. Clarifying family member roles, their relationships with other owners, boards of directors, and company employees is crucial. The same emphasis should be given to succession and leadership planning. Ginni Galicinao brings these interlocking systems into focus.

“Ginni has successfully helped our family navigate family dynamics within the challenging complexities of wealth. With patience, warmth and wit, she has guided us through the often difficult work that is required to make significant transformation. It is a pleasure to work with her.”

Anonymous Members
Andrew Mellon Family

THREE CIRCLE MODEL OF THE FAMILY BUSINESS SYSTEM

First designed in 1978, this model remains a clear visual on the dynamics that influence families and their businesses.

By Renato Tagiuri & John Davis, Harvard Business School

THREE CIRCLE MODEL OF THE FAMILY BUSINESS SYSTEM

First designed in 1978, this model remains a clear visual on the dynamics that influence families and their businesses.

By Renato Tagiuri & John Davis, Harvard Business School

Understanding Family Governance, round graphic showing how governance serves all aspects of Family Wealth

Understanding Family Governance

Family businesses/enterprises are complex systems. Through experience and client feedback Ginni Galicinao knows that the governance process is liberating and empowering for the family and its extended team of executives, directors and employees.

Your family governance strategy becomes the blueprint for effective communication and collaboration in support of the growth and flourishing of the family and the business. Because each family business is unique, your governance plan may address the distinction between family assemblies vs family councils, whether the creation of a family charter is for you, and the importance of procedures around decision-making and conflict resolution.

Successful families work collaboratively to design, implement and practice governance within the family, the family enterprise, and as a tool to develop the rising generation. While strong financial and business practices are key to success, embarking on the governance process ensures that a family addresses all the intertwined systems that enable them and their business to thrive and prosper together.

GRAPHIC CREDIT: “Borrowed from your Grandchildren,” Dennis T. Jaffe

Succession

Successful succession is about beginning early, preparing and moving into action. This process takes place over a long period of time for the current leader, the family, and the organization. As the business world becomes more complex, global and competitive, a plan must be carefully designed, implemented and anticipated.

Begin Now!

Exploratory conversations begin within the family. Are any family members interested in working for the company? Deciding what skills and talents are necessary and then designing a mentorship program for your potential successor(s) is crucial. As their apprenticeship progresses, determine how committed they are to this career. Is it truly their (not your) passion? As their commitment grows, clarify what other expertise they need to acquire. Within the organization, begin to create a vision and strategy for the future family and family business. And begin to cultivate the necessary cross generational partnerships. Finally, come together to co-design a strategic plan for the future, including the creation of a new leadership team.

We are proud to have served a diverse set of industries.

We’d love yours to be next.

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Dynamics of Family Wealth is proud to have served a diverse set of industries.

We’d love yours to be next.

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Time to chart a new course?

Let’s navigate together.

Time to chart a new course?

We’ll help you navigate.

Beginning the conversation is the most significant step you’ll take.