Family Business Advisory


Family businesses are different.

Emotion, identity, history and money are tightly intertwined — which makes succession, governance and exit decisions harder, slower and more personal.

Generations exists to help family businesses navigate these moments with clarity, structure and care.


"Richard is very knowledgeable about business which is important, but also takes a holistic view as well with the work/life balance which is also a crucial component to the overall success of the business." Owner, 2nd-Gen Family Business

Where Generations helps most

  • Succession planning and next-generation readiness
  • Family governance and ownership clarity
  • Advisory boards and decision-making structure
  • Reducing key-person risk and owner dependence
  • Preparing the business (and family) to be exit-ready - anytime.


Lived Experience Matters

My work is informed by lived experience in a multi-generation family business, as well as decades advising owners and boards through similar challenges.

I understand both the commercial and human realities involved - and the cost of leaving decisions too late.

How engagements typically work

  • Ongoing strategic advisory
  • Advisory board roles
  • Focused succession or governance projects
  • Strategy days at key transition points

Every engagement is tailored. No templates. No one-size-fits-all solutions.