Why Heritor
An Advisor Who Carries
No Stake in the Outcome
The most useful thing about Heritor is what we do not have: a financial product to sell, a deal to close, or a referral arrangement to protect. Our value comes entirely from the quality of the advisory relationship.
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What Families Gain Working with Heritor
Six things that shape the Heritor advisory relationship — and that are not easy to find elsewhere.
Genuine Independence
We do not sell financial products, legal services, or recruitment. Our income comes from the engagement fee alone. That means our advice is shaped only by what seems right for the family.
Named Advisor Continuity
The advisor named at the start of an engagement is the advisor who conducts the work. No rotation, no substitution, no introduction of a junior colleague after the first meeting.
Written Outputs
Every engagement produces a document the family holds. Not a summary slide or a verbal debrief — a written record that can be read by the family in years to come, when the advisor is no longer in the room.
Facilitated Process
Our advisors are trained to hold difficult conversations without taking sides. That skill — sitting neutrally in a room where family relationships are present — is not universal among business advisors.
Paced Engagements
We do not compress work to fit a billing cycle. Scoping takes the time it takes. Interviews are unhurried. The pace is set by what serves the family, not by what is convenient for the firm.
Strict Discretion
Everything discussed with Heritor stays within the engagement. We do not use client situations as material in other engagements, publications, or speaking arrangements.
Expertise
Deep Familiarity with Family Business Dynamics
Family businesses are not simply smaller versions of public companies. The overlap of ownership, family, and management creates dynamics that most governance frameworks are not designed to address. Heritor advisors understand those dynamics from experience — not from theory alone.
We have worked with Thai family businesses across retail, manufacturing, professional services, and real estate. The contexts differ; the underlying questions about authority, succession, and family voice are often strikingly similar.
What this means for you
- Advisors who recognise the specific challenges of mixed family-management rooms
- Experience facilitating conversations where family relationships are present and must be held carefully
- Familiarity with Thai business culture and the particular forms Thai family businesses take
- No steep learning curve at the start of each engagement — we understand the context you are working in
Our working method
- Structured scoping before any engagement begins — we agree on the scope in writing
- Interviews conducted individually to create conditions for candour
- Written outputs reviewed with the family before they are finalised
- Clear endings — engagements have defined scope, not open-ended retainers that expand quietly
Process
A Working Method That Respects the Seriousness of the Work
Family business advisory is not a product that can be packaged and delivered uniformly. Each family brings its own history, its own tensions, and its own sense of what it is trying to hold. Our method adapts to that.
What does not change: the care taken in scoping, the structure of the written output, and the discipline of staying within the agreed scope rather than expanding the engagement opportunistically.
Value
Transparent Pricing, No Hidden Layers
Each Heritor engagement is priced as a flat engagement fee. The fee is agreed before work begins and does not change based on the complexity of what the family shares. There are no hourly overruns, no add-on reports, and no renewal pressures.
The initial scoping conversation — where we establish whether an engagement makes sense — is without charge. We believe families should be able to understand what they are being offered before they commit.
Engagement Fees
Governance Architecture Engagement
฿34,800 — flat fee
Continuity Conversation Series
฿18,400 — flat fee, six sessions
Family-Manager Conversation Coaching
฿4,150 — flat fee, six sessions
All fees quoted in Thai Baht, inclusive. Initial scoping conversation is without charge.
How We Compare
Heritor vs. Typical Advisory Arrangements
Many professionals work with family businesses — lawyers, financial advisors, management consultants. This is how our approach differs from the most common alternatives.
| Dimension | Typical Advisors | Heritor |
|---|---|---|
| Commercial interest in outcome | Often significant | None |
| Named advisor through engagement | Varies | Always |
| Written output the family keeps | Rarely prioritised | Core to every engagement |
| Flat engagement fee, agreed upfront | Often hourly or retainer | Yes, all engagements |
| Facilitated family conversation experience | Uncommon | Core skill |
| Scope discipline — no quiet expansion | Incentive to expand | Explicit commitment |
Distinctive Features
What Makes Heritor Different
The Governance Architecture Document
Most governance work ends with a presentation. Ours ends with a document — a written reading of the family's governance structure that the family can return to, share with incoming board members, and use as a reference point for years. This is not a byproduct of the engagement. It is the central output.
The Dual-Role Framework
The Family-Manager Coaching series addresses something that is rarely named directly: the experience of holding a family identity and an operating role simultaneously. We have developed specific language and working methods for this, and this is not offered by most governance or leadership advisors.
Scoping Without Obligation
We believe an advisory relationship should begin with a conversation about whether it is right — not a sales process. Our scoping conversation is without charge and without pressure. Families have walked away from that conversation with useful clarity and no invoice.
Written Records of Conversation Series
In the Continuity Conversation Series, we produce a written record of each session — with the family's agreement — and a thematic reading across the full series. This creates an archive of the family's thinking at a particular moment in time. Some families return to these documents a decade later.
Milestones
The Record So Far
47
Family Engagements
11
Years in Practice
3
Named Senior Advisors
100%
Single-Advisor Delivery
Family Business Network Asia — Member Practice
Since 2017
Family Enterprise Advisory Association — Affiliate
Since 2019
Thailand Family Business Advisory — Recognised Practice
Reviewed 2024
Begin Without Obligation
See whether an engagement would be worthwhile
The scoping conversation is the right starting point. We listen, ask a few questions, and describe what an engagement might look like. That conversation carries no charge and no pressure.
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