Thoits Bros. Inc.

Gen 3 & 4 Family Business

TBI, a real estate business located in Palo Alto, CA needed long-term solutions to address shareholder alignment issues, Family Council effectiveness, next generation educational needs, and improved communication and transparency. GIC conducted twenty individual interviews of TBI’s shareholders, outside board members, and CEO and provided detailed recommendations and implementation assistance for both short-term and long-term improvements. Specifically, GIC improved our Board practices and communication policies, our Family Council effectiveness, and our board and shareholder operating policies. A follow-on project included a custom-developed Gen 3, 4, & 5 family training bootcamp.