Introduction:

I specialize in assisting family business owners negotiate and navigate succession conflicts, and ownership and leadership challenges. When appropriate, I advise on restructuring client firms' organizational management. I also advise families with substantial wealth on responsible ways to structure their estates, with a dual goal of incentivising future heirs and finding equitable solutions for distributing family assets. 

Active businesses typically have at least two generations working in the firm, have at least 15 employees (family and non-family),  annual revenues greater than $5M, or some variation. Potential clients are invited to meet with me for an hour at no charge to learn about my approach, and decide if they are comfortable proceeding with me for a full family business assessment.

Ralph Daniel, Ph.D. 

Clinical areas of special interest:

Insurance providers I accept:

Languages spoken other than English: