The Development Group (TDG) helps closely held and family owned businesses create and implement strategies to realize and maximize value. Clients are typically second through fifth generation families that have accumulated considerable wealth. Often they are:

1. considering the sale of a business or real estate or a part interest in either;
2. transitioning to the next generation of leadership in the family and/or the business; or,
3. facing a serious family, business, or financial crisis.

TDG is retained when a family needs: the perspective of an experienced trusted advisor; assistance in developing effective governance systems; assistance in resolving sensitive, internal conflicts; guidance in building consensus; or, advice and assistance in removing threats to cash flow.

All of our work is conducted in strictest confidence. In these pages you can learn more about our process and read about several case histories. Our office is in San Francisco. If you would like to learn more or discuss a specific situation, please contact us.