Generational Planning

Generational Planning - The Transition Strategists
  • Address multi-generational concerns
  • Frame resilience strategies
  • Develop long-term governance
  • Design and implement family councils
  • Evaluate retirement plans
  • Create generational alignment

Generational planning puts you in charge of your business transition journey. We help business owners chart their course and address multi-generational concerns while framing resilience strategies aimed toward success. We work with businesses, leaders, and multi-generational families to develop long-term governance that benefits everyone involved.

In our practice, successful business transition journeys must create or maintain generational alignment and position families and businesses to carry on your legacy. 

This transition strategy also involves identifying and evaluating retirement plan options.