CFEG.com

SUCCESSFUL FAMILIES.ENDURING ENTERPRISES.

CAMBRIDGEFamily Enterprise Group

We are passionate about helping family enterprises and the families that own and lead them navigate challenges, improve the functioning of the family and its organizations, and achieve long-term success and sustainability.

We have pioneered the field of family enterprise, and we have worked with over 500 families from more than 65 countries.

WE HELP FAMILIES BUILD SHAREHOLDER VALUE AND ACHIEVE MULTIGENERATIONAL SUCCESS.

The Cambridge Family Enterprise Group, founded in 1989 by John A. Davis, is a global advisory, education, and research organization dedicated to family-owned enterprises.

We help families in business achieve transformative change and multigenerational success for their families, ownership groups, enterprises, and financial wealth.

Multigenerational Success

Profitable Business Growth

Effective Governance

Ownership Planning

Leadership and Talent Strategies

Smooth Succession Transitions

Next Generation Preparation

Family Alignment and Owner Unity

Wealth Sustainability

Family Office Performance

CFEG works collaboratively with families to achieve:

Our work achieves tangible, transformative outcomes, and lasting change for the family enterprise system.

ADVISORY

Cambridge Advisors to Family Enterprise is a highly specialized advisory firm that serves leading family enterprises globally.

Through decades of advising families and family enterprises around the world, we have learned what drives multigenerational success and sustainability for families, ownership groups, their enterprises, and their financial wealth.

A cornerstone of our work is helping to solve problems, develop talent, and unlock opportunity for family enterprise systems in an integrated fashion across family, business, ownership, and wealth issues. We deeply understand and quickly assess issues, and diplomatically facilitate conversations and processes to offer pragmatic counsel and implementation around the needs and goals of the family enterprises we serve.

Our integrated services:

Transform families and owners into more capable, better organized, and more united groups that constructively and respectfully communicate, negotiate, problem solve, and work together.

Achieve profitable business growth and higher long-term returns for the family business and family wealth.

Define and implement the mission, vision, values, strategies, and governance models needed to achieve multigenerational sustainability of the family, businesses, holding company, ownership group, philanthropic foundation, and family office.

Strengthen the ownership structure, organizational effectiveness, management, and governance of the family business, family office, philanthropic foundation, and other family organizations.

Build talent and cohesive teams in the family, in the next generation, in the ownership group, on the board, in leadership, and among non-family contributors.

Support generational transitions in leadership, ownership, governance, and for the total family enterprise in a strategic, respectful, and forward-moving manner.

Family StrategyIndividual Coaching

Business StrategyOwnership Strategy

Wealth StrategyFamily Office Strategy

ADVISORY SERVICES

EDUCATION & RESEARCH

Cambridge Institute for Family Enterprise is an education and research institute dedicated to unlocking the complex questions and challenges that family enterprises face globally.

We are on the forefront of insightful knowledge and innovative research that is delivered through education programs and conferences worldwide.

These breakthrough educational experiences:• Accelerate forward-thinking strategies• Build skills and understandings to strengthen talent• Create alignment around the future vision and goals• Incorporate the latest conceptual thinking with pragmatic

recommendations and benchmark examples

Multigenerational Success StrategiesCorporate TransformationSuccession Transition PreparationBuilding a Worldclass BoardInnovation and Digital Preparedness

Preparing Owners of the Family BusinessFamily Council TransformationEntrepreneur DevelopmentMultigenerational Wealth StrategyFamily Office EssentialsAnd more

SAMPLE EDUCATION PROGRAMS

Through decades of working with leading family enterprises around the world, and our recognized thought leadership in the field, we have curated a digital Insights Library of research, articles, and publications to explore at CFEG.com.

OUR PUBLISHED INSIGHTS

The Cambridge Institute is a place where members of family enterprises come to learn, exchange ideas, develop themselves, and position their enterprises to be successful for generations.

CAMBRIDGEFamily Enterprise Group

cambridge advisorsto family enterprise

cambridge institutefor family enterprise

cambridge Individualdevelopment center

GLOBAL PRESENCE with offices in:Cambridge, USA | São Paulo, Brazil | Beijing, China

+1 617 871 2740

CFEGinquiries@CFEG.com

CFEG.com

All content © Cambridge Family Enterprise Group, August 2017