Family & Family Business Coaching

“A successful business is often the best thing that can happen to a family – and the worst.”

 – Gordon Pitts


Every family has unique dynamics that shapes its ability to serve as a source of support for one another and for the community. These patterns are amplified for family businesses.

We help families create healthy dynamics by having the crucial but often difficult conversations needed to chart a future that meets everyone’s definition of success. Typically revolving around important transition points, such as generational succession, we apply proven processes that help family members clarify their goals and expectations and then develop an action plan. Through your work, family members are able to focus on one another knowing that they have effectively addressed the concerns of their business.

  • Family Meetings
  • Succession Planning
  • Transition Planning and Execution
  • Conflict Resolution


  • "Joe combines keen insight, straightforward communication and a great sense of humor to truly challenge individuals and groups to bring out their best.”

    Terry Akin CEO, Cone Health Systems
  • "I have worked with Joe for several years and he has always provided honest, professional and direct feedback and solutions covering many difficult business situations. His high level of integrity will allow no less. I value his contribution to my business endeavors.”

    Willie M. Wooldridge Vice President of Human Resources, The Noel Group
  • "Joe brings a wealth of experience, perspective, practical solutions and candor to the families and family businesses with whom he works. He is equally effective with different generations and with inheritors as well as entrepreneurs. His easy, engaging, and spirited style combined with a deep technical skill set is highly, highly effective. Joe is a pleasure to work with."

    Ellen Perry CEO of Wealthbridge Partners and Author of “A Wealth of Possibilities: Navigating Family, Money and Legacy”
  • “Joe is quite simply, one of the best thought partners I’ve ever worked with! He challenges me in a very thoughtful way that empowers me to take action as a leader. If you are open to growth opportunities for yourself or your team, working with Joe will be a rewarding experience."

    Michael Mathile Chairman/CEO Mathile Family Office

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Our Services

Organizational Development

Individual Coaching

Family & Family Business Coaching

Keynote Addresses