Our Principles as Your Family Business Consultant
We place the welfare of our clients as our highest priority.
We keep our word and fulfill our commitments.
We provide accurate, relevant information to foster informed choices.
We honor personal confidences.
We disclose potential conflicts of interest.
We protect our client's confidentiality.
We neither pay nor accept referral fees for consulting.
We do not accept gifts of significant value.
We do not serve on Board of Directors or as Trustees of companies for which we consult.