Strategy

 

Counsel Strategy header 1 c

 

For family/business owner planning, ELO Counsel provides strategic planning by focusing on healthy family relationships, responsible stewardship of all forms of capital, and the development of a family legacy. For financial and estate planning, ELO Counsel works with leading industry professionals to serve affluent families whose financial affairs are impacted by changes in their business circumstances. We deliver integrated planning based on the client’s values and will integrate family, wealth, business and philanthropic objectives.

 

OUR DELIVERABLES 

Vision, Mission & Values Review

Strategic Review & Family Business Rules

Growth and Innovation Plan

Unanimous Shareholder Agreements

Spinning Off a Division of a Company into a Stand-Alone Business

Methods for Conflict Resolution

 

 Family businesses often face unique challenges as personal relationships and professional roles intersect. We deliver integrated planning based on your values and by focusing on healthy family relationships, responsible stewardship of all forms of capital, and the development of a family legacy.