• High professional management standards and long-term success of their family business
• Exemplary stewardship (or a smart sale) of the family's enterprise
• Productive and harmonious work and shareholder relationships among family members
• World class governance of the business and the family
• Smart financial plans for the business and the family
• A helpful legacy for future generations including core values and financial resources
• A healthy, harmonious and enterprising family
• Successful transitions of management and ownership to the next generation
• Respectful and sensible ownership policies and inheritance plans
• Benchmark processes for developing family management and ownership talent
• Practices for attracting and retaining the best non-family management talent

OMBI offers the most advanced consulting services, educational programs and learning materials available worldwide. All of this is supported by our leading research into the issues about which business owning families are most concerned. Our range of professional services and the extensive global experience of our consultants and educators set us apart from other groups in our field.

Our clients come from all corners of the world and from every industry. We work with business-owning families and their companies ranging from first generation, small to medium sized businesses to multibillion-dollar businesses which have been owned by the founding family for multiple generations and have hundreds of shareholders. Many of our clients are industry leaders. Many are household names.

For an introduction to our services please review our Acrobat presentation available at this link. To find out more about our professionals, our publications and research, please explore our website.