Sertus Consulting assists families as they seek to engage the next generation in their succession planning. Individually designed facilitation enables families to share common values and weave their family narrative which is crucial to the process of connecting generations and strengthening the bonds between them.

While the best financial plans may be in place for charitable assets and/or family enterprises, families who are not clear about their intentions and expectations may have difficulty ensuring continuity and cohesion. Sertus Consulting was founded to help families as they approach succession planning to avoid potential contention.