About Box Family Advisors

What We Do to Help Your Family Business

Family members who work together face enormous challenges. The complexity of these challenges can seem overwhelming to those who work for or run a family business. Box Family Advisors helps you find solutions to the many issues so often found in family business. As family business consultants, we provide the following services:

  • Assessment of family system & family dynamics
  • Analysis of family business system (SWOT analysis)
  • Communication facilitation & conflict resolution
  • Facilitation of family meetings & consensus building
  • Transition planning for ownership & management succession
  • Entry & exit strategies

Who We Serve

We primarily work with the principal owner(s) or controlling shareholders of the family-based firm. However, other stakeholders can benefit from our services as well, such as:

  • Family members who work in or own part of a family business
  • Non-employed family members who own shares (or stand to receive them)
  • Non-family executives or managers
  • Other professional advisors, such as attorneys, CPAs, counselors, etc.
  • Directors who sit on family boards

Why Box Family Advisors

Our objective is to ensure the transition of the business from one generation to the next... | more

How You Benefit

Perhaps the biggest challenge that family-owned businesses face is generational continuity... | more

Anyone who owns, controls or plays a significant role in a family based enterprise should have a relationship with a trusted advisor who is attuned to the unique challenges faced by family-owned firms.

Douglas D Box, Family Business Advisor