The Family Business Partnership
We help your best clients find their way forward when they’re stuck, so they come back to you ready to act.
The Family Business Partnership
When a family has done this work, when they understand their roles, share a view of the future, and can make decisions together, they come to their advisers differently. They know what they want, give clear instructions, and move forward rather than circling. That makes your work easier, and the relationship stronger.
Most advisers already sense when something deeper is blocking progress: a transaction that stalls, a conversation that can’t quite happen, a client who’s technically ready but not moving. By introducing us, you’re not stepping away from the relationship, you’re extending what you can offer within it, always with discretion and respect for the relationships already in place. It works both ways too: when a family we’re working with needs legal, financial, tax or wealth management support, we look to connect them with advisers we trust, you included.
We take the time to properly understand each family before suggesting a way forward. There’s no pressure for a quick fix, and no fixed programme regardless of circumstance, our role is to facilitate, not to arrive with the answer already decided.
THE FAMILY BUSINESS PARTNERSHIP
Coach | Facilitator | Family Business Adviser
Russ founded The Family Business Partnership after more than fifteen years working with family-owned businesses, first as a Chartered Financial Planner, then as a specialist in family business dynamics. He holds the Advanced Certificate in Family Business Advising from the Family Firm Institute, a globally recognised qualification for advisers in this field.
Russ is the architect of our Ten Principles of Flourishing framework, the host of the globally acclaimed Family Business Podcast, and a sought-after speaker at international family business events. If you introduce a client, Russ is who they’ll be working with.
the family business partnership
Our own framework for what makes a family business resilient, used in every engagement we lead
Financial planning and wealth management background, paired with deep training in family dynamics
A worldwide podcast audience and international speaking engagements
Russ leads every engagement personally, never handed off to someone your client hasn't met
The Family Business Partnership
We work with founder-led businesses, sibling partnerships, multi-generational families, and family offices, across the UK and internationally. The families we’re best suited to are usually navigating real complexity: significant wealth, cross-border interests, or decisions that will shape the business for the next generation, not just the next financial year.
We work virtually as often as in person, so distance and time zones are rarely a barrier.
the family business partnership
Clients who know what they want before a transaction begins
Less time lost to conversations that go in circles
Clients who see you as someone who understands the full picture
Expert help exactly when it's needed, without taking over
Training that helps your people recognise when something deeper is at play
Cross-border and multi-generational situations are within scope
Introduce a client, we take it from there, your relationship stays intact
We collaborate visibly or behind the scenes, whichever suits the relationship
Russ speaks on family business dynamics at client seminars, internal sessions, or partner events
Accessible sessions that open the door to a conversation your clients rarely get to have properly
We spend time with your people on what makes family businesses distinctive and how to support these clients with more confidence
Join a community of advisers who refer to, and learn from, each other
We understand how much these introductions matter and treat them with care
When the right opportunity arises, we refer clients back to advisers we know and trust
Not every client is ready for a full introduction. Our short, confidential assessment is a low-pressure way for them to reflect on how their family is working together today, before deciding what support, if any, would be most valuable.
