A structured process to bring clarity across Family, Wealth, and Business.
5 sessions. 3 months. One shared reality.
Explore all Services Book a Clarity Call
The CORE³ Model
Decoding your Family Enterprise DNA
Cohesion. Capital. Competence.
Business (Competence)
Throughout 5 sessions over 3 months, we measure how they work together.
The Process of Decoding your Family Enterprise
5 sessions. 3 months. One shared reality.
Session 1.
Psychological Profile
interpret situations
react under pressure
communicate in conflict
Most tension is not about facts. It’s about perception. This is where unnecessary friction starts to disappear.
Session 2.
Cohesion (Family)
We calculate the family as a system.
Session 3.
Capital (Wealth)
• what is fair
• how money circulates
• risk tolerance
• long-term thinking
Session 4.
Competence (Business)
We don’t assume leadership.
We test how the system supports it.
Session 5.
Family Enterprise Report
One system. One map. One shared reality.
We translate the complexity of family, wealth, and business into a single, structured view — built on 24 indicators across all three dimensions, calculating the Family Enterprise Index.
A clear, measurable picture of where you are — and where to act next.
Why your Family Enterprise Index matters
Problems don’t exist in isolation.
Strong business + weak family → breaks in succession
Strong family + weak competence → weak performance
Wealth without structure → disappears over time
We integrate everything into one number, showing the full system.
How do you keep the balance between family and business?
You don’t. You manage the system.
And if you don’t - it’s already costing you. Not later. Now. Not in theory. In very real ways.
Decisions slow down. Conversations repeat. Nothing really moves.
See how we bring structure to what’s actually happening.
Where your Family Enterprise System stands
4.30 – 5.00 → Strategic system
Stable across generations. Ready for expansion.
3.80 – 4.29 → Stable system
Strong, but needs structure to scale.
3.20 – 3.79 → Vulnerable system
Growth depends on individuals.
2.60 – 3.19 → Unstable system
Tension increases. Decisions slow down.
Below 2.60 → Fragile system
High risk of conflict or value loss.
Each family moves in a different direction.
Based on their context, we support them through:
Family office advisory
As family wealth grows, complexity grows with it.
More assets, more decisions, more people involved, and more expectations around ownership, participation, and control.
What once felt simple becomes harder to hold together.
Operational efficiency & performance systems
Many companies manage to grow. Far fewer manage to sustain that growth in a disciplined, predictable way.
When performance systems are weak, growth becomes uneven.
Fractional management for transformation
Some decisions take months, not because they are exceptionally complex, but because no one in the system sees them clearly enough, early enough.
This is where fractional management becomes valuable in the form of concentrated senior judgment.
Growth hacking for family businesses
Most family businesses struggle because the path from demand to revenue is unclear, slow, or inconsistent.
Decisions take too long, priorities are blurred, and execution inside sales and marketing loses force.
Financial education for next generation
Families want to prepare their children.
They invest in education, expose them to the business, and try to talk about responsibility.
Financial education inside a family is about meaning, context, and ownership.
Wealth preservation strategies
Most families focus on building wealth. Far fewer focus on preserving it with discipline.
When structure is missing, wealth fragments slowly through repeated small decisions, unclear expectations, and the absence of a shared logic.
Family constitution & alignment
Many families believe that if relationships are good enough, things will work. And for a while, they do.
But as generations grow, ownership expands, and roles become more diverse, informal understanding stops being enough.
Governance & conflict mediation
Conflict itself is not what breaks a family business.
The real damage comes when disagreement is kept silent.
But often times, conflict can be a sign that something important is trying to surface.
Succession planning & generational transition
Most families think succession begins when the founder steps back.
In reality, it begins much earlier — in how roles, expectations, authority, and decision-making are structured over time.
What you'll find out about your family business
In 3 months, you see where you stand, where the risks are, and what is blocking growth.
But more importantly, you understand what to do next in your family enterprise.
Families across the globe are already doing this
Across Europe and beyond, family, wealth and business are managed as a system.
Families that work on this deliberately facilitate their growth. Others leave it all up to instinct.
The difference shows over time.
Contact usWhere you might recognize your situation
Every family is different, but patterns repeat.
Founder-led systems. Transition phases. Sibling partnerships. Multi-generational complexity. You may not fit perfectly into one category. But you will recognize parts of your situation.
1. Sibling Partnership
Strengths:
• shared responsibility
• diverse skills
• governance potential
Risks:
• slower decisions
• internal alliances
• uneven commitment
2. Transitioning Generation
Strengths:
• renewal
• new perspectives
• modernization potential
Risks:
• unclear authority
• tension between experience and change
• role confusion
See all archetypes
Family enterprises tend to evolve through recognizable structures.
Understanding these patterns makes your situation visible.
See more about archetypes
Every family has its unique direction
Some begin with the book. Others start directly with the process calculating the Family Enterprise Index (FEI).
Both lead to the same place: a clear way to understand how your family works.
Read a sample Book a Clarity Call