Family Navigation Strategies, LLC is a unique and powerful resource for your family business. We are a boutique consulting firm servicing the unique needs of owner/managed businesses, multi-generational family businesses, and family members.  

We are  professionals who have significant real world experience in owning and leading  a family business and we have access to an internationally acclaimed and time-tested consulting framework. 
Keeping Family Enterprises on Course
We have run our own multi-generational family businesses  and  know first-hand the challenges and complexities you face. We bring a unique set of strengths and capabilities to your family enterprise. The depth and breadth of our expertise and skill sets enable us to provide practical, objective, and comprehensive ideas and strategies.

From forming a valuable board of advisors, providing valuable tools for succession planning, assisting with a strategic acquisition, or planning for a liquidity event  – we can help you put in place creative yet realistic strategies to strengthen your enterprise and preserve your family's most precious assets. 

Working with families to plan for leadership, ownership, and management transitions is our core strength.  We offer our family business experience as a practical framework to help you navigate family business hurdles. Family Navigation Strategies brings familiarity, perspective, ideas, and strategies to move your family enterprise forward and can help you clarify your bearings and chart a course for future success.  

Put us to the test!


  • Family Businesses
-- Owners
-- Managers (Family & Non-Family Key Employees)
-- Family Members

  • Educational Events, Workshops and Training Sessions for
-- Family Business Shareholders, Owners, Managers
-- Multi-generational Families of Wealth 
-- Advisors who provide services to Family Enterprise Clients
-- Academic Institutions & Family Enterprise Institutes
-- Family Business Associations
-- Family Enterprise Advocacy Groups  

  • Industry Associations
  • Family Business Groups
  • CEO & Executive Forums
  • Financial Institutions
  • Executive Education
  • Peer Roundtables