Beginning the Work
The first step toward an enduring institution.
To discuss how this framework might apply to your family, begin a conversation.
The Assessment
Every engagement begins the same way.
The Family Enterprise Assessment is a fixed-scope diagnostic that locates the family on the continuum and produces a sequenced roadmap. The assessment stands on its own — families leave with clarity whether or not the work continues with us.
Locate
Confidential interviews across generations and a review of existing structures establish where the family stands today.
Assess
A readiness review across all four pillars and the global dimension: identity, stewardship, governance, evolution, jurisdiction.
Map
An advisor map documents the experts the family retains, the gaps between them, and the coordination the enterprise requires.
Sequence
A roadmap orders the work by stage, from which engagements are composed selectively.
Contact
Speak With a Principal
Scott Escujuri
Family enterprise governance, succession planning, and institutional investment structures across the United States and Latin America.
scott@provenancefamilyadvisory.comLarisa B. Miller
Family office formation, governance, and cross-border advisory across the United States, Europe, the Gulf, and Africa.
larisa@provenancefamilyadvisory.comProvenance Family Advisory · provenancefamilyadvisory.com