Parallel Planning

Parallel Planning helps founders, business families and family offices build one strategy for the enterprise, capital or family office system that must perform, and one strategy for the ownership, governance and family capability system that must sustain it.

 

A plan for the Enterprise / Capital / Family Office

The performance system: explicit strategy, clear risk appetite statement, growth, reporting, capital management, liquidity, leadership, investment governance and family office design.

A plan for the capability that has to lead the Ownership / Governance / Family Capability

The sustainability system: ownership roles, decision rights, governance, succession, next-generation development, stewardship and family alignment.

Stronger enterprise+better owners+practical execution=continuity across generations.

4 Plans × 4 Generations × 4 Phases™

A practical framework to diagnose, design and renew family enterprise strategy across generations.

Structure without formula.

 

  • Plan 1 - Enterprise Plan
    Is the enterprise strong enough for what comes next?

    Plan 2 - Leadership Plan
    What capabilities do we need to lead the enterprise through its next phase of growth?

    Plan 3 - Ownership Plan
    Are the owners aligned, capable and clear?

    Plan 4 - Continuity Plan
    Can the enterprise generate the required capital to reinvest, grow & distribute wealth?

  • Generation 01: Founder Stage

    Ambition versus succession

    Generation 02: Sibling Stage

    Equality versus contribution

    Generation 03: Cousin Stage

    Stewardship versus renewal

    Generation 04: Family Office Stage

    Preparing the money for Family and the Family for the money.

  • Phase 1 - Context and Diagnose
    Understand the enterprise, ownership, family, governance and capital system.

    Phase 2 - Design
    Build the right strategy, structures, governance and planning architecture.

    Phase 3 - Implement
    Turn advice into decisions, structures, reporting rhythms and behaviours.

    Phase 4 - Renew
    Reassess and adapt as the enterprise, family and ownership system evolves.

Trusted by families who think generationally

  • “The Lineage team really care about our family and our business and have a genuine interest in ensuring we succeed both as a business and as a family in business. We could never have achieved what we have without them.”

    — Belinda Haymes, Company Secretary, Haymes Paints

  • “Lineage is a trusted, long-term partner deeply embedded in the business, with strong expertise in family enterprises. Dom and Michelle play a key strategic role, and their deep understanding of the company makes them an essential part of its operations and growth.”

    - Ian Muir, Muir & Sons

  • “It’s about aligning the business, family and investments so everything moves in the same direction. Lineage supports the whole journey, helping you define where you’re going and walking alongside you to get there, not just advising.”

    — Peter Edwards, Executive Chair, Victor Smorgon Group

  • “Without explicit alignment, the family was at risk of becoming distracted and losing sight of their objectives. Working with Lineage partners, we’ve ensured our family is in sync and working towards a common goal – which is good for both the family and the business.”

    — Cynthia Brown, Director - Brown Family Wine Group

  • “Without Lineage, the business wouldn’t achieve the same level of expertise or outcomes. Andrew’s exceptional commitment demonstrates a deeply personal, trusted partnership. He supports both the business and individual development, brings thoughtful insights to complex challenges, and skillfully navigates family dynamics to achieve aligned outcomes.”

    — Andrea Santalucia, Tasty One