Advisory solutions
What We Offer

Three advisory services. One underlying purpose.

Each of our services addresses a different facet of the family business challenge — governance, succession, and ongoing strategic partnership. Together, they cover the full spectrum of what family businesses typically need to navigate.

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How we work across all our services

Regardless of which service a family engages us for, the underlying approach is consistent: we listen first, we work collaboratively, we move at the pace that the situation requires, and we deliver outputs that have been genuinely worked through rather than simply written.

1

Discovery

Initial conversations to understand the family, the business, and the challenge.

2

Analysis

Assessment of governance, dynamics, and the specific questions to be addressed.

3

Facilitation

Structured conversations with stakeholders to build shared understanding and alignment.

4

Documentation

Clear, actionable outputs that the family can own and implement.

Family Business Governance Structure

An advisory engagement focused on establishing or refining the governance arrangements for a family-owned business — covering the relationship between family ownership, the board, and management. The process involves conversations with family members, directors, and senior managers to understand the current governance reality and the family's aspirations.

The consulting team brings knowledge of how effective family business governance works in the Malaysian context, including the cultural dimensions that are particularly relevant. The output is a clear governance design and supporting documentation — developed collaboratively so that it reflects the specific family and business rather than a generic template.

Governance design covering ownership, board, and management interfaces
Family constitution or family charter development
Board charter and terms of reference
Stakeholder consultation with family members and directors
Malaysian context applied throughout

Advisory Fee

RM 890

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Governance structure advisory

Typical process timeline

1

Initial discovery sessions

Weeks 1–2

2

Stakeholder interviews and assessment

Weeks 3–4

3

Draft governance design and review

Weeks 5–8

4

Final documentation and handover

Week 9–10

Succession planning advisory

What this engagement covers

Leadership succession planning — identifying, developing, and transitioning the next leader

Ownership succession — planning for how shares or stakes will transfer across generations

Facilitating alignment conversations between senior and next generation family members

Succession plan documentation with implementation roadmap

Succession Planning Advisory

A carefully managed advisory process that helps family businesses think through and plan for leadership and ownership succession. This is among the most sensitive engagements in business consulting — touching on family relationships, personal aspirations, fairness, and the long-term interests of the business.

The consulting team facilitates structured conversations with the relevant family members and board, drawing on frameworks for succession developed through practical experience. The process is conducted with discretion and patience. The output is a succession plan that has been genuinely worked through — with the alignment and buy-in of the key stakeholders needed to make it viable.

Structured approach to sensitive conversations
Both leadership and ownership succession considered
Conducted with full confidentiality

Advisory Fee

RM 2,350

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Family Business Strategic Advisory

An ongoing advisory arrangement for family businesses navigating the intersection of strategic development, governance, and family dynamics. This partnership provides the founding family and board with access to experienced, trusted advisory support across all dimensions of the family business.

The advisory relationship is built on deep familiarity with the specific business and family, developed over time. It is particularly valuable during periods of transition — whether of leadership, ownership, strategy, or family structure — where decisions carry significant long-term implications.

Regular advisory sessions with senior family and board
Strategic direction and major decision support
Family council facilitation as required
Governance refinement and ongoing monitoring
Available across all dimensions of family business

Advisory Fee

RM 4,750

Ongoing retainer arrangement

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Strategic advisory partnership

When strategic advisory is most valuable

Leadership transition approaching or in progress

Major investment or diversification decisions under consideration

Family structure changes — marriage, divorce, death in the family

Growth into new markets or significant strategic change

Governance review or restructuring of family council

Which service is right for you?

Focus Area Governance Structure Succession Planning Strategic Advisory
Governance design
Succession planning
Family council facilitation
Strategic advisory support
Ongoing retainer relationship
Fee RM 890 RM 2,350 RM 4,750

Not sure which is right for you? Contact us — we are happy to talk it through.

Applied across all our services

Confidentiality

All client information is held in the strictest confidence throughout and after each engagement.

Clear Scope

Scope, fees, and deliverables are agreed before work begins — no ambiguity or surprise charges.

Inclusive Process

We consult all relevant stakeholders, ensuring outputs reflect the full picture rather than a single perspective.

Post-Engagement Support

We remain available after each engagement concludes — for follow-up questions and as circumstances evolve.

Ready to explore what advisory support could mean for your business?

An initial enquiry is always welcome. We will listen to your situation and be honest about whether and how we might be able to help.

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