FAMILY BUSINESS

Preserve and grow your capital for generations with the Arch approach to wealth protection and family business governance.

OUR APPROACH

WE TAKE THE LONG VIEW

The world’s oldest business organizations are family-owned enterprises. While the corporate houses of today have five, ten or twenty-year strategic plans, successful leaders of family-owned businesses look 100 years ahead when planning for growth.

This is the Arch approach. We help clients establish a family office structure and governance systems designed to go the distance.

OUR PHILOSOPHY

MAKE THE MOST OF YOUR FAMILY’S SPIRITUAL CAPITAL

Families, on instinct, tend to gather and share resources, make quick decisions based on trust, and have fewer conflicts of interest.

But when you consider that 50 to 60 percent of all companies fail in their first five years, it’s not surprising that only 30 percent of family businesses make a successful transition to the second generation. Further down the line, only 12 percent pass the business on from second to third generation, and a mere three percent make it from third to fourth generation.

The Arch approach helps you structure your family business for optimal efficiency, and to make the most of your family’s “spiritual capital”, which we see as the integration of all your resources: industry and business knowledge; financial capital; human capital; social capital.

WE TAKE THE LONG VIEW

FAMILY BUSINESS GOVERNANCE THE ARCH WAY

Effective governance helps family enterprises define their direction, values, and policies for long-term success.

When you consider the mix of business, family, and ownership concerns within a family enterprise, it’s no wonder they are known for being emotionally charged environments for business planning and operational problem solving.

We work with clients to establish a governance structure that sets direction for the enterprise and preserves harmony within the family.

Our approach is multi-generational and tailored to each client. We begin by analyzing both personal and business needs; then we design a family enterprise structure to support their vision of the future.

MIXING FAMILY & BUSINESS

MIXING FAMILY & BUSINESS

Family businesses are complex. They involve family members who are involved in running the businesses and those who are not. They often employ professional, non-­family members who may spend decades in their employment due to an alignment of values and vision with the family.

It is important that the goals are aligned too. This requires a formal roadmap, complete with strategies, agreements, risk management guidelines, conflict-­resolution mechanisms and succession planning.

FAMILY CONSTITUTION

DOCUMENT YOUR FAMILY FRAMEWORK

Arch helps you create a family constitution or charter as a reference point for the governance of your family business.

We work with clients to articulate the founding vision and values held close by the founder and family members. Together, we create a document that serves as your family business constitutional charter.

SUCCESSION PLANNING & TRANSITION

CREATE AN ENDURING BUSINESS LEGACY

Arch helps you make the transition from a “family business” to a “business family”.

When control of a family business is handed down from one generation to the next, it’s a complicated process. There is more to it than simply exiting the business in preparation for retirement.

Arch guides you in taking the necessary steps for a seamless transition. We work with clients to identify, plan, and execute a successful transitional strategy.

PHILANTHROPY & COMMUNITY DEVELOPMENT

GIVE BACK IN THE NAME OF YOUR FAMILY

Most business families give back to their communities. We help our clients formalize the process by setting a strategic objective and plan for giving.

One option is to set up a family foundation to allocate resources for funding charitable and recurring expenses. Arch helps clients with research, due-­diligence, and analysis of the myriad charitable activities and organizations to choose appropriate beneficiaries that suit client objectives.

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