Services

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Succession Planning

We develop clear, thoughtful, comprehensive plans for ownership and leadership transitions. This includes defining roles, professional development, compensation philosophy, and a strategic vision for the future. And we help clients implement these transition plans.

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Conflict Navigation & Alignment

We facilitate difficult conversations and provide structured discussions when family members hold different views and approaches. Of course, some conflict or disagreement is healthy, but it is important for family members to ultimately align on the path forward. 

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Governance Design

We typically create an Owner Council, where Owner decisions are made, including Owner strategy, asset allocation, dividend policies, and choosing leadership. We also help clients create a Board of Directors or Board of Advisors to guide management to execute the owners’ long-term vision.  

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Next Generation Development

We help prepare the next generation to be great Owners, engaged board members, or senior executives in the company. This often requires some company education, executive coaching, and a definition of roles and goals.

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Owner Strategy & Financial Guardrails

We define the Owners’ strategic goals or long-term vision and articulate financial and non-financial guardrails, so that management execute against that vision. This may include work defining a mission, vision, values, and reporting in an Owner dashboard.

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Philanthropy Strategy

We develop values-aligned philanthropic strategies that translate purpose into impact. This includes drafting a mission statement, setting decision criteria, and designing grantmaking processes that work for current and future generations.

Our Approach

The Climb Requires Both Clear Vision and Steady Partnership

Family enterprise work isn't a transaction, it's a relationship built over time, through complexity and change. LBF Advisory brings the discipline of legal training, the strategic perspective of corporate leadership, and the practical wisdom earned through years of advising families at pivotal moments.

The path forward becomes clear when you have a guide who understands both the destination and the terrain. LBF Advisory serves as your thinking partner for the decisions that matter most—bringing both strategic discipline and calm perspective to moments of transition and complexity.

Whether you're planning for succession, building governance structures, or preparing the next generation, LBF Advisory helps you move forward with clarity, intention, and confidence.