Services

Three lanes. One goal: clearer conversations and braver decisions.

1.qFamily Enterprise Advising
and Facilitation

For families and family businesses navigating succession, shared ownership, or a stalled decision.

  • Facilitated family meetings and retreats, in English or Spanish

  • Family committee and council facilitation

  • Communication agreements that hold under pressure

  • Governance conversations: roles, decision rights, and next-generation readiness

  • Discovery work to understand the system before anything is changed

Best for: Families who keep having the same argument and need a skilled, neutral guide in the room.

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2.qEnneagram for
Enterprising Families

For families, boards, and leadership teams who want to understand each other, not just manage each other.

  • Individual Enneagram (IEQ9) assessment and debrief

  • Family or team workshops on communication styles and stress patterns

  • Enneagram-informed facilitation woven into governance work

  • Talks and workshops for family business events and advisor networks

Best for: Groups stuck in blame who need a shared language for what drives each person.

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3.qExecutive Coaching

For leaders in family and closely held businesses who carry more than their title shows.

  • The System Update: a system-wide reset to build trust, clarity, and connection, and step out of outdated roles

  • The 360 Leadership Lab: how others see you compared with how you see yourself, then a roadmap for braver leadership

  • Clarity Session: 90 minutes on a personal block and the strategic next step

Best for: Leaders who have outgrown a role that once worked.

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Not sure where to start?

The Spark Call is a 30-minute conversation to name what's happening, explore what's possible, and decide whether we're a fit.

Book a Spark Call

For advisors

If you advise families on legal, financial, or governance matters, see the For Family Business Advisors page. I'm built to be one part of your team.