We support families and businesses who are already in extreme conflict – either mired in the loop of unproductive litigation – or en route to that destructive cycle.
We begin this journey with bold clarity.
Our firm is not a fit if…
- You are seeking revenge and retribution.
- You are in conflict and have no interest in maintaining relationships with the other parties.
- You can’t or won’t let go until you get a pound of flesh and a braggable financial fleecing.
Our processes are built for you if…
- You are navigating a dispute and care deeply about preserving the connection during the process of resolving conflict.
- You long for an equitable resolution that honors all parties – restoring ease in relationships and designing a path forward.
One of our favorite family counseling mottos is Hope is a great conversation. Our Mediation and Facilitation services extend this philosophy into a space where resolution meets preservation — helping parties find their way forward without irreparable relational damage.
Our philosophy and process
These services are not legally binding. We help all parties feel heard, respected, and understood. Legal agreements resulting from the process are developed, reviewed, and finalized by each party’s separate, independent counsel.
With an eye toward preparation, context, and follow-through, we rely on curiosity to learn each party’s goals, motivations, and concerns. The process is efficient, yet respectful of the human dynamics at play. Specifics may include joint sessions, private conferences, physical or online tools, written summaries, and — when appropriate — assistance in drafting memoranda of understanding or term sheets.
When to consider Mediation or Facilitation
- Entrepreneurial families navigating transition or dispute around generational transfers, succession strategies or the founder(s)’ exit.
- Trust and estate conflicts involving beneficiaries, fiduciaries, or advisors.
- Blended family planning, where differing interests or expectations can create tension.
- Shared ownership or investment disputes within family systems or partnerships.
- High-value business or contract disputes.
Mediation
While we follow the foundational principles of neutrality and confidentiality, our process is rooted in understanding deeper dynamics — roles, rituals, shifts, risks, and rewards — and building a sustainable way forward. Whether you are part of a family, a family business, a multi-generational estate, a group of co-owners, or in a contract dispute, we facilitate meaningful conversations that lead to relationally respectful outcomes.
- We help all parties to the dispute.
- We do not provide legal advice to either party.
- Mediation Privilege: legal protection through which information disclosed in conversation cannot be used as evidence in court.
- Because we are required to show up with a blank slate, serving as a neutral third party, Mediation services are only available to new or non-current clients.
All Mediation sessions are conducted under a strict confidentiality framework, protecting the privacy of those involved and encouraging candid discussion. We do not testify, produce documents, or act as advocates in any legal proceedings related to the subject matter of the mediation.
Facilitation
Facilitation is not about being neutral, it’s about being useful, guiding critical conversations toward harmony, alignment, and informed decision-making. These services are ideal for addressing sensitive issues of many kinds including bridging generational gaps resolving friction between family members, business stakeholders, or business/contract disputes.
We can draft settlement agreements, or provide a preliminary memorandum of understanding with clear bullet points outlining the conversation outcomes and possible next steps.
- We represent people on one side of the dispute while facilitating a move forward solution.
- Attorney/Client Privilege: information you disclose to only us is protected.
- Facilitation is available to current and non-current clients.
Mediation and Facilitation Engagements
Pre-Retreat Intake Process
Participants complete detailed online surveys and participate in private interviews to assess family and business dynamics, roles, and the underlying challenges and opportunities.
Two-Day Retreat
A carefully facilitated, structured experience designed to surface conflict, clarify positions, and develop a shared path forward. The retreat format allows for deep exploration and resolution — without legal posturing.
The Pre-Retreat Intake Process and Two-Day Retreat are offered for a total flat fee of $52,000.
Post-Retreat Follow-Up
When parties reach a resolution, we can serve as a neutral scrivener (or your Facilitation Counsel) to draft a memo of understanding. Each party’s own legal counsel (our firm for you if Facilitation) can collaborate or manage the drafting and/or review of the memo. The memo is not binding, but can be the foundational framework for future documents.