Case Studies - Juliette Johnson Consultancy Juliette Johnson Consultancy

We have no such thing as a typical client.

Some are in transition from founding to second generation, while others are in their third or fourth generation and beyond. Some have five family shareholders, others have 50 or more. Some have many family members involved, others have none. Although each family is unique, here are a few examples of clients we have worked with.

Family Business Client Cases

1. A reluctance to let go
2. Choosing between children

3. Multi-generational planning
4. Communication among cousins

Family Wealth Client Cases

1. Fairness v’s equality
2. The discretionary trust

3. A family office under stress
4. Building a philanthropy strategy

Next Generation Client Cases

1. Responsible ownership
2. Leadership development

3. Sisters on the board
4. To join or not to join?

Professional Advisor Client Cases

1. An advisor accreditation scheme
2. Emotional engagement

3. Inspirational education
4. Future leaders

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