Our Ethical Framework

At SCHEMA, we work at the intersection of family dynamics and business realities. We help families in business together untangle complexity, align vision, and make decisions that honor both relationships and operations.

We are not therapists, lawyers, or financial advisors. We are family–enterprise consultants — blending facilitation, strategy, and education to help your family navigate change with clarity, integrity, and humanity.

What We Do

  • Clarify options and surface trade-offs

  • Facilitate difficult conversations constructively

  • Help you align family values with business goals

  • Build actionable, realistic plans for succession, governance, or major transitions

  • Improve teamwork, communication, and operational efficiency

What We Don’t Do (Why We’re Not Therapy)

  • We don’t diagnose or treat mental health conditions

  • We don’t provide medical, legal, tax, or investment advice

  • We aren’t subject to HIPAA or therapist–client privilege

  • Confidentiality is based on mutual agreement, not statutory protection

  • We don’t make decisions for your family or business

How We Work

We use a blended approach that draws from:

  • Family systems theory & behavioral science

  • Organizational design & operational strategy

  • Design thinking & project management

  • Practical, real-world business acumen

Our formats include:

  • Individual and group facilitation (in-person or virtual)

  • Whiteboarding and visual mapping of dynamics

  • Family retreats and offsite planning sessions

  • Succession planning workshops

  • Project management support for agreed-upon transitions

Our Commitments to You

  • Respect for your family’s autonomy

  • Transparent communication — even when it’s hard to hear

  • Neutrality with integrity

  • Clear scope and boundaries

  • Collaboration with your trusted professionals