Our Offerings
Family Constitution
A thriving family business needs a clear framework for managing the delicate intersection of family and business. A family constitution serves as a guiding document, defining the principles and practices that ensure long-term stability.
Family Business Strategy
Strategy is the backbone of success—especially in family businesses where ownership, legacy, and growth must align seamlessly.Key considerations include:- Distinguishing family matters from business priorities- Securing collective buy-in from family members- Establishing shared goals for long-term success- Regularly reviewing business performance to stay ahead
Discover how a strong strategy can drive your family’s business forward.
Succession Planning
Start planning for tomorrow—today.
Family Wealth Management
Managing wealth in a family business requires careful planning across various dimensions:- Succession preparedness – Strategic estate planning – Protecting investments from business cycles
Explore smart wealth management solutions for long-term prosperity.
Family Council
Open communication is the key to resolving conflicts within a family business. A Family Business Council provides a dedicated platform for addressing concerns and strengthening family unity.
Learn how a Family Business Council fosters transparency and collaboration.
Family Business Advisory Board
An advisory board brings invaluable external expertise, guiding family businesses with fresh perspectives while ensuring governance remains robust.
Discover how an advisory board can support your business’s future.
Family Business Governance
Professionalising a family business requires a well-defined governance structure that establishes clear roles and boundaries. Implementing effective governance ensures accountability and long-term sustainability
Learn how structured governance can create lasting success.
Unlocking Wealth - Exit Strategies
Selling a family business is a complex, emotional journey. A well-structured exit strategy ensures financial security and alignment with family objectives. Key questions to consider: 1)Why sell, and what are the alternatives? 2)Should ownership remain within the family? 3)How should the proceeds be reinvested? 4)Is this a collective or individual decision?
Gain clarity on your exit strategy and future possibilities.
Guiding Family Businesses to Their Full Potential
Grow | Succeed | Sustain | Unlock Wealth
For over two and a half decades, Sandesh Vasant Mestry has been at the forefront of family business consulting in India, helping business families navigate their most pressing challenges. Since 2000, his expertise has empowered family enterprises to implement strategies for sustainable growth, succession, and wealth creation.
ELEPHANTS LOGO
Elephant is one of the strongest animals on the planet, yet it always moves in a herd. The strength of the elephant multiplies with its herd. Similarly, in Family Business the strength of the Family Business multiplies when the owners move as a group to achieve their shared vision.
The Succession Planning Survey Results
In September 2022, I conducted a survey of family businesses India. Around 70 participants responded to the survey. I am happy to share the responses with all of you.
Why our client prefer us?
Indepth understanding of challenges faced by Family Businesses.
Detail personal interaction with the family members to gain insights
Ability to
develop
customised solutions
Active support
in execution
of activities
Why Family business needs Mentoring?
Family businesses are ever-evolving, requiring owners and key stakeholders to adapt, scale, and plan for generational transitions. Unlike traditional corporate structures, family businesses blend business strategy with interpersonal relationships, creating unique challenges that require thoughtful navigation.
The Role of Mentoring in Family Business Growth
Mentorship helps family members maximise their potential, whether within the business or beyond. A structured mentoring process provides clarity, guidance, and accountability, ensuring both individual and collective success. Key areas where mentoring plays a crucial role include:
- Navigating family business issues & governance
- Creating a shared vision for growth
- Managing non-family executives & leadership teams
- Inducting younger family members into business operations
- Developing strategic expansion plans
- Preparing generational succession strategies
- Improving board performance & decision-making
- Reducing cross-generational friction
- Structuring exit plans & transitions
By guiding family members through these complexities, mentors ensure stability, sustainability, and a future-ready business model.
Balancing Business & Family Dynamics
Unlike other enterprises, family businesses must harmonise personal relationships with business goals. A mentor provides neutral, unbiased advice, helping families:
– Resolve interpersonal challenges while keeping business objectives clear
– Establish fair decision-making processes for both family and non-family executives
– Create structured governance models to prevent disputes and inefficiencies
Confidential Guidance for Strategic Clarity
One of the most valuable aspects of mentorship is confidentiality. Owners can openly discuss challenges without concern, receiving strategic insights, best practices, and a fresh perspective that they may not see from within the business.
An experienced mentor can:
– Spot potential challenges before they escalate
– Help refine business planning & expansion strategies
– Guide adaptation to industry shifts & market changes
The Long-Term Impact of Mentorship
Business growth often gets overshadowed by urgent operational matters, leaving little time for future planning. A mentor ensures that family businesses:
– Maintain structured development strategies
– Regularly review performance & scalability metrics
– Stay aligned with changing market conditions
What a Business Mentor Can Offer Your Family Enterprise
A skilled mentor brings experience, objectivity, and a structured approach, offering:
– Guidance tailored to your specific business needs
– Assistance with decision-making, governance, and leadership refinement
– Unbiased evaluations of ideas and strategies
– Support in managing transitions & scaling efforts
A mentor doesn’t dictate decisions—they provide perspective, ask the right questions, and validate choices, helping family businesses operate effectively while preserving legacy and relationships.
Does Your Family Business Need Mentoring Support?
With extensive expertise in mentoring family enterprises, we help businesses:
– Develop long-term strategies
– Navigate succession planning & governance challenges
– Foster leadership development across generations
– Structure business expansion & exit strategies
Let’s create a mentoring framework that empowers your family business, drives sustainability, and strengthens intergenerational success.