Family Enterprise Consultation

Iridium Leadership specializes in supporting families through the human dynamics that often challenge business and legacy decisions.

What is Family Enterprise Consultation?

The common supporting factors for successfully-run family organizations are:

Financial Advising
Strategic Planning
Legal Services
Relationship Management

Items 1 – 3 are essential. And they can be quickly undone if negative relationship dynamics go unchecked.

Iridium Leadership specializes in supporting families through the human dynamics that often complicate business and legacy decisions. With a strong foundation in family systems theory, we are well-prepared to guide families through the complex aspects of family and business dynamics.

We support families through the human element present in:

Succession planning
Wealth transfer
Strategy development
Family office leadership dynamics
Conflict
Communication challenges

Our Approach

Our approach is no-nonsense.
No forced communications or attempts at pseudo-peace.
This is not family therapy.

Instead, we work to engage clients with the facts and data of their own functioning, members’ desired outcomes, and the practical steps it will take to get there. No doubt, relationships are often improved through this process.

Our primary aim with these engagements is to:

Help key players be less anxious

Gain objective clarity

Fortify communication channels

Make needed decisions

Help strengthen the family’s capacity to sustain these behaviors for themselves

Our Family Enterprise Consultation Process

Iridium uses a proven, customizable process that leverages the following elements:

Proprietary family functioning assessment (5D Family Assessment Model, 2018)
Family history and pattern analysis

Facilitator-led whole group sessions as appropriate
Action planning to ensure key enterprise goals are met
One-on-one coaching with motivated family members

What Clients Can Expect

Iridium’s unique strengths include:

Deep expertise in family system dynamics
Extensive experience in both family and non-family organizational functioning
A listening-first approach to client needs and concerns

The ability to help clients sort through complex emotions and decisions
A less-anxious presence that fosters clear thinking and mature action

Families who engage with Iridium Leadership can expect:

Greater clarity in decision-making in, sometimes, emotionally charged situations
Improved communication and trust across generations and leadership tiers
Actionable insights into family patterns that impact business and legacy planning

A structured path forward for succession, governance, and conflict resolution
A more resilient family enterprise, equipped to thrive across generations
A less-anxious family system with more of a focus on facts, data, and objectivity.

Add testimonial for Family Enterprise Consultation…

ClientFamily Enterprise Consultation