Case Studies

Case Study

Who in the Next Generation Gets the Family Business?

A successful founder wanted one son to take over the family business while making sure his other son received his fair share. The challenge was finding a structure that preserved the business without creating the next family conflict.

Case Study

When Investor Trust Broke Down

An investor's frustration with an unresponsive CEO was pushing him toward legal action. Slowing things down created room to consider the consequences before escalating.

Case Study

Seeing the Other Side’s Scorecard

Anger and betrayal were making it difficult for a man going through a contentious divorce to see beyond his own perspective. Understanding what mattered to his wife helped him see more options and make better decisions about how to bring the conflict to an end.

Case Study

A Father and Son Who Had Stopped Talking

A father loved his teenage son deeply, but they had reached the point where they could barely speak. He needed to find a different way to understand his son, express what he was feeling, and begin rebuilding the relationship.

Case Study

Three Siblings, One Estate

After their mother's death, three siblings found themselves in a difficult disagreement over caregiving and money. The challenge was finding a resolution they could live with without allowing years of family history to turn an estate dispute into a lasting family rupture.

Case Study

Three Brothers, One Inherited Condo

Three brothers inherited a condo, but they couldn't agree on what to do with it. Once one brother separated what he actually needed from the position he had taken, another path became possible.

Case Study

Two Partners Who Could No Longer Talk

After nearly 30 years in business together, two longtime partners could barely speak. One of them needed to understand what had gone wrong, decide what he actually wanted, and find a way forward without an unnecessary legal battle.