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Family Business Consulting
Federer Performance Management Group, LLC is a consulting and coaching firm that specializes in providing services to family-owned and closely held businesses, high net worth families and their trusted financial advisors.
We help you achieve personal and corporate growth in a manner that preserves the unique and valuable environment created when family and finance converge.
FPMG works with you to:
- Identify and remove factors inhibiting your financial development while preserving the integrity of family and close personal relationships
- Create governance structures, including Family Councils, Family Boards and Mission Statements
- Improve communication, which enhances relationships and increases productivity
- Develop trust and a "team" attitude between family members and non-family employees
- Implement productive conflict resolution
- Set clear and effective goals consistent with the values of your company or organization
- Assess and develop leadership potential in family members and employees
- Evaluate your readiness for, or resistance, to estate planning
- Communicate effectively about the challenges of wealth transfer and preservation
- Discuss difficult cross-generational issues such as values, goals, philanthropy and how to preserve the values and legacy of a family business
- Traverse the rocky road of succession planning
Our services include leadership and executive coaching as well as seminars, workshops, family meetings and retreats.
Customized workshops and training on topics of your choice also are available to increase employee productivity and teach behavioral skills that enhance achievement of company goals.
Our customized coaching protocols help you and your employees clarify personal goals and determine the best fit between these goals and your organization's values and vision.
YOUR Financial Advisors
The financial planners, accountants, insurance agents and attorneys who work with family-owned and closely held businesses and high net worth families must comprise a circle of trusted advisors. It is imperative that they understand the critical behavioral issues and personal dynamics impacting your family and business.
FPMG works with your financial advisors to assist them in honoring your core values, especially as you transfer businesses and assets to the next generation.
We help financial professionals:
- Understand the unique qualities of your high net worth family, family-owned or closely held business
- Understand and address the communication issues and conflicts that often occur between family members in a family business
- Practice the five components of trust
- Work with the “resistance and readiness” factors impacting succession and estate planning in your organization
- Identify and deconstruct emotional barriers that may be preventing sound financial decisions
FPMG offers workshops, seminars and executive coaching sessions for your financial advisors. |
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