How We Support You


Collaborative Group Sessions
Join our bespoke groups, where we will work together to address and resolve some of the most common challenges faced by family businesses. These sessions provide a collaborative environment, enabling participants to share experiences and strategies, and to find practical solutions through mutual support and collective insight.




Live workshops
By the end of the workshop you will feel more optimistic about the future with an implementable plan. We could do a workshop just for your family members depending on the numbers. You have the option to network and learn with other family enterprises.
In a recent survey, 87% of family businesses say that having a succession plan in place is key to success. Only 17% have a plan, leading to 70% of not making it to the next generation.
Succession Planning


One to One Coaching
Strengthening Core Relationships
Our one to one mentorship programme is designed to focus on your most important relationships. Through dedicated sessions, we will work closely with you to identify key areas for growth and improvement, ensuring that your core relationships flourish and become a source of strength.
Personalised Coaching Plan
Together, we will develop a tailored coaching plan that aligns with your unique circumstances and aspirations. This personalised approach ensures that the support and guidance you receive are relevant and meaningful, helping you progress towards becoming the family you have always envisioned.
Deeper Work and Lasting Results
As part of the mentorship, we will engage in deeper work that addresses critical areas such as succession planning, personal development, and dispute resolution. These focused efforts are intended to facilitate lasting positive change within your family dynamic, preparing you for future transitions and challenges.
Get in touch




Building Your Legacy One Generation at a Time
Patrimony Partners helped us find calm in chaos—now family dinners are peaceful, and our legacy feels secure.
J. Lee
★★★★★