Advisory Services
Cambridge Advisors to Family Enterprise is a highly specialized, international advisory firm serving family enterprises. It is devoted to helping families achieve multi-generational success for their families, enterprises and financial wealth. Founded in 1989 by Professor John A. Davis, Cambridge Advisors is the premier, global advisory firm in its field.
A cornerstone of our work is helping to solve problems, develop talent and unlock opportunity for family enterprise systems in an integrated fashion across family, business, ownership and wealth issues. We deeply understand, quickly assess, and diplomatically facilitate conversations and processes to offer pragmatic counsel around the needs and goals of the family enterprises we serve. Our expertise is based on our deep understanding of the complexities of family enterprises from our work with many of the leading families and family enterprises in the world over the last 30 years.
Cambridge Advisors provides integrated advisory services that transform families and owners into more capable, better organized and more united groups while supporting their enterprises, management teams, boards and financial wealth to grow and prosper over generations. We advise families through a number of methods which are customized for each client. These may include diagnostic assessments, developing strategies, designing structures, processes and plans, facilitating discussions and difficult conversations, educating, and benchmarking as we advise on the following themes:
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Family Strategy
Helping the family determine and implement its mission and vision and strengthen its relationships and governance to achieve the family's goals. Also helping individual family members plan for and achieve their personal, professional and life goals.
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Business Strategy
Helping the business, family office or family foundation determine and implement its mission, vision and key strategies, plan for generational transitions and strengthen its organization and governance to achieve the organization's goals.
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Ownership Strategy
Helping the family determine and implement an effective ownership model and structure, governance forum, inheritance plan and financial strategy that supports the organization and strengthens the overall system.
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Wealth Strategy
Helping the family and family office assess the entire family enterprise system and achieve an effective diversification strategy and portfolio allocation in order to use and prudently grow financial wealth over generations.
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Individual Development
Helping the family determine and implement an effective ownership model and structure, governance forum, inheritance plan and financial strategy that supports the organization and strengthens the overall system.
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Family Office Strategy
Assists the family to design, setup and strengthen their family office and determine its appropriate role in the system, including implementing effective governance, management, operational efficiency, client service and multigenerational strategies for the family office.
Initial Diagnostic Assessment
We commence each new client relationship with a thorough diagnostic assessment of the family enterprise system. This allows us to understand the goals, dynamics, and history of the family enterprise and its members, and to identify priority issues to address.