Managing Partner – Family Offices & Succession Planning

"Makes decisions quickly and shepherds his clients forward with honesty, hard work and determination."

Doug works with clients in family offices and family owned businesses with a special focus on succession planning. He helps plan and transition responsibilities from one generation to the next by astutely assessing their unique situation, determining the path to resolve problems, conflicts and obstacles to success and then shepherding the client down the path to a desired outcome.

Succession planning is about anticipating needs and protecting the client company from potential pitfalls that would threaten its survival. Doug thinks like a lawyer, figuring out vulnerabilities for the client, honing in on priorities, preparing a plan to respond and executing that plan through to resolution. He originally intended to go to law school since he loved researching and digging into complex problems buthe thought better of it when he saw how few lawyers were being hired after graduation. Instead, he got his MBA in Finance & Accounting at Kilgore Collegeand focused on tax. His innate love of law and inquisitive nature grewand emerged in practical ways throughout his career.

While learning the intricacies of business and taxes, Doug also developed strong people skills. Along his way up the corporate ladder – working with large, influential companies such as Intel and GAP – he managed people and some with performance difficulties. Doug is good at managing and enacting the “counseling out” process, staying upfront and honest while remaining kind and compassionate. This makes the process easier for both the company and the employee.

Doug works well under pressure, which is often the situation inwhich clients find themselves while dealing with succession planning issues due to the unexpected death of a business leader – especially a founder. Not getting caught up in peripheral issues, he sorts out and focus on the critically important issues and relegate those that are not mission critical to lower priority.

Anyone who works with family-owned business will tell you “It’s the technical skills that get you in the door, but it is the soft skills – dealing with people, resolving conflict with family members and other stake holders – that keeps you inside the project longer term.” Doug enjoys the challenge of meeting client expectations with family offices and family owned businesses.


Practice Areas

Recent Publications


The Operating Manual for Business March 30, 2020

Succession Planning and the New Year January 8, 2020

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