OUR SERVICES
FAMILY ENTERPRISE ADVISORY
Helping each family to articulate and honour their own unique values, needs, purpose, and legacy across generations is the foundation of everything we do at Sterling Family Capital. With these essential elements of Family Capital as our compass, we collaborate with families and their advisory teams to build trust, to create effective communication and decision-making practices and structures, and to develop the capacity and skill across the family enterprise to energize and sustain it all.
Governance, Succession Planning, Coaching, Facilitation
GROWTH AND VALUE ACCELERATION
At Sterling Family Capital, we offer strategic advisory and transaction support services to help our clients grow their businesses, whether organically or through acquisition. From strategic planning and execution to mergers & acquisitions and due diligence, our team provides valuable insight and support throughout the growth process.
Strategic Planning, Project Management, Transaction Support
PORTFOLIO & INVESTMENT ADVISORY
Whether families seek to diversify portfolio risk in situations where a significant portion of their wealth is held in the family business, or to redeploy capital after a liquidity event, Sterling Family Capital provides expertise and guidance through all phases of the investment and portfolio management process, encompassing both traditional and alternative asset classes.
Investment Policy & Process, Asset Allocation, Manager Selection
CAPITAL MANAGEMENT
Capital Sourcing, Exit Planning, Restructuring, Financial Modeling
Sterling Family Capital offers expert Capital Management advisory services, including facilitating access to private, institutional and internal sources of capital, support with debt restructuring, and advanced financial modeling capabilities to drive better decision making. Our team and network assists enterprising families in optimizing their financing strategies and capital structure to support sustainable growth, value creation, and ownership succession.
ENTERPRISE RISK MANAGEMENT
Sterling Family Capital provides comprehensive Enterprise Risk Management advisory services to help businesses identify, assess, and mitigate financial and non-financial risks, and ensure compliance with any relevant regulatory standards. Our team and extended network of experts works closely with clients to develop tailored risk management strategies that align with their business objectives.
Risk Assessment, Risk Mitigation, Compliance