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Both Can Succeed Together.

Family relationships and enterprise outcomes — aligned, not at odds.
We help family-owned and family-influenced businesses align governance, succession, ownership, and leadership so the family endures and the business performs.



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Why Do Family Business Owners Come to Us?

To Gain Clarity and Alignment on What Comes Next.
Schedule a Conversation
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Time with family — without guilt or constant calls back to the business.
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A business that doesn't rely entirely on them.
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Clarity about ownership, wealth, and what retirement actually looks like.
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Leadership that can carry the company forward.
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Confidence in succession — whether that means family, employees, or a sale.
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Options instead of pressure — on their timeline, not someone else's.

Who We Work Best With

We work best with family business owners and their advisors who value clarity and are ready to have the conversations that matter.

These Conversations Can Include:


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Current-generation owners navigating succession, governance, or ownership transition



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Next-generation family members stepping into leadership or ownership roles


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Professional advisors — attorneys, CPAs, wealth managers, and CEPAs — who need a neutral governance and alignment partner
We help families do hard work and have hard conversations, not just create documents.

What We Do

We help families and their businesses align — so both can succeed together.
Learn About Our Process
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    How It Starts


    First We Listen. Then We Propose.


    We start with a fit conversation to make sure we are the right partners for you, your family, and your company.


    Many of our best engagements start with something simple:


    We know something needs to change —  we just don't know where to start.

    The FABS Team

    Meet The Full Team
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    Amy Wirtz, JD, CEPA

    Founder and Senior Advisor

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    Andrew Wirtz,
    CAPM, CEPA, CPIM, LSSGB

    Junior Advisor

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    Melissa Hautz, DiSC Coach

    Operations Manager