Family enterprises
Make continuity possible beyond individual memory.
Decision rights
Clarify where family, ownership and management decisions meet. Document authority, delegation and escalation so responsibilities survive changes in people.
Succession and institutional memory
Capture the context of important decisions and the reasoning behind them. Prepare a usable handover rather than a collection of documents no one can navigate.
Portfolio visibility
Connect initiatives, accountable owners and evidence across entities within the agreed scope. Separate each business’s access and conclusions before presenting a group view.
Start with one consequential journey
A practical starting scope is decision transfer between family governance and management. Map the promise made to the person using the service, the actual handovers, the authority to resolve an exception and the experience at each step. Review records alongside direct observation and participant accounts. A recurring complaint may reflect a broken process, unclear communication or both; establish which explanation the evidence supports before choosing training or a system change.
An assessment you can reproduce
Candidate measures: decisions with an authorised owner and review date / sampled decisions; contradictory instructions. Agree definitions, observation window and data owners before establishing a baseline. Inspect missing records and differences between teams instead of treating a mean as the whole story. Repeat the same measurement after the agreed intervention and test alternative explanations. These are starting measures to validate with the institution, not universal thresholds or claims of previous delivery.