Family Business Consulting & NextGen Leadership development/mentoring
Your Family Business Deserves a Trusted Advisor Who Understands Both Worlds
Guiding family businesses and their next generation from where they are — to where they're meant to be.
How I Can Help
Consulting Built Around Your Family
Next Generation Mentoring
The next generation carries the weight of legacy and the pressure of expectation. I work one-on-one with rising leaders to build the confidence, skills, and self-awareness they need to step into their role — not just fill a seat, but lead with purpose.
Drawing on a decade of university teaching and hundreds of mentoring relationships, I meet each person where they are and help them get unstuck from whatever stands between them and their best contribution to the family firm.
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Family Dynamics Coaching
In a family business, the boardroom and the dinner table are never fully separate. I help families identify the dynamics — spoken and unspoken — that shape how decisions get made, how roles are defined, and how learning to manage conflict can strengthen versus divide the organization.
My approach is grounded in empathy, candor, and decades of experience working at the intersection of family relationships and business performance. While certified in Family Systems Theory and having taught it in the classroom, my approach is anything but academic — it is grounded by the proven ability to understand all stakeholders' needs, quickly diagnose underlying issues, and help to bridge gaps in a way that is respectful of any/all competing interests.
Learn moreLeadership Development
Strong leadership doesn't happen by accident — especially in a family business where authority, identity, and relationships are all intertwined. I work with both G1 and G2 leaders to sharpen the skills, mindsets, and habits that drive real organizational performance.
Whether preparing a NextGen leader to take the reins or helping a founder evolve their leadership direction for a new chapter, I bring a structured, experience-backed approach to development that goes well beyond theory.
Learn morePeer Exchange Leadership Roundtables
Some of the most powerful breakthroughs happen in a room with peers who are living the same challenges you are. I curate and facilitate small, confidential roundtable groups — with separate cohorts for G1 owners and G2 NextGen leaders, each matched with non-competing peers at the same stage of their careers.
What makes these roundtables different is that family dynamics are fully on the table alongside traditional business issues. I work with each participant 1:1 before sessions to ensure they're fully ready to contribute and receive in a strictly confidential setting.
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In-person and remote options —
meet you where you are.
Cohorts of ~9 meet monthly to advance each member's personal and professional goals.
Strategy & Business Consulting
Many family business consultants are one-dimensional and are unable to address core business challenges. With deep experience in business strategy, operational execution, and enterprise-level IT, I work alongside owners to strengthen the business itself.
I've directed consulting teams to solve marquee clients' complex problems; I bring that same rigor to family businesses. If needs extend into specialties where I believe another expert in my network would be well-suited to assist (e.g. succession law or governance documentation) you'll be connected with top specialists in those disciplines.
Learn moreI've sat at the C-Suite table, owned a family business, taught Operations, Strategy/Consulting and Family Entrepreneurship courses at Northeastern, UMass Amherst, and Babson College, and mentored hundreds of NextGen leaders 1:1. This combination of practical knowledge and applied experience is rare — and it's exactly what your family needs.
My work is personal because I've lived it. Two decades of executive leadership, the rewards and challenges of owning a family business, and ten years' shaping the next generation in the classroom, 1:1, and around the table — all of it informs every conversation I have with a client.
Learn My StoryEvery Family Business Has a Story Worth Continuing
Whether you're navigating succession, developing your next leader, or simply trying to get unstuck — the first conversation is the most important one.