Our Process

At Blackwood we deliver family enterprise solutions that are as unique as your family. We have a deep passion for helping families find harmony as they work through the intricacies and challenges of their family enterprise. Our goal is to create an aligned vision that builds a better future for generations to come.

It all starts here.

1. We Listen

We pride ourselves in our ability to listen. It is one of the most important tools in our toolbox. Each family has a unique dynamic, and a dream for what lasting harmony will look like for them. It is our job to fully understand the challenges and aspirations of your enterprising family.

We explore the tough questions.

2. We Strategize

We believe in a collaborative approach. Together we will explore the values, obstacles, and opportunities for creating a robust strategic approach in order to resolve conflict, address issues, and prioritize goals.

A roadmap for the future.

3. We Plan

We have arrived at a place where your family has alignment on values and clarity on vision. Now it is time to plan forward. Guided by your vision and prioritized goals, we work through the details in collaboration with existing advisor teams, developing the best solutions for your unique family.

Lasting harmony.

4. We Deliver

We have the plans and the processes that will take us towards our goal of creating lasting harmony for generations to come. Now we put the plans and processes into action – implementing the strategies, managing the common vision, delivering results.

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