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Private Banking

Building a Support Team

Family businesses derive significant benefits from establishing a network of external advisors. Based on our experience, many families discover that dedicating time to identify and cultivate relationships with other families, peers, and professional advisors proves immensely valuable for both the family and the business.

SGI collaborates with owner clients of family businesses to help strengthen their advisory teams by addressing important considerations, such as:

Whom within the family or professional network can owners trust to discuss matters related to the business, family dynamics, family wealth, and the intersections among these areas?
How confident are owners in their access to the expertise and skills necessary to fulfill their roles as effective owners and/or operators?
How can owners identify individuals who can provide a well-rounded perspective on themselves, the family, and the business?
What are the interests of the advisors? Is there a clear understanding of fee arrangements?
Have any potential conflicts of interest been addressed? How will they be managed?
Which service providers have owners engaged to receive support in navigating both the business and the family?