Client Experiences
What Families Say
About the Work
These accounts are shared with the families' knowledge and agreement. They describe real experiences with Heritor advisory engagements — including what was difficult, not only what worked well.
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Engagements Completed
11
Years in Practice
4.8
Average Feedback Score
94%
Return for Further Work
Client Feedback
In Their Own Words
Each of these accounts reflects a real engagement. Details have been generalised at the family's request, but the substance is unchanged.
Khun Thanavit P.
Managing Director · Bangkok
"We came to Heritor because we had no formal governance structure at all — the business had grown quickly and the family had never sat down to talk about how decisions were actually made. The governance architecture document gave us something to work from. The workshop was harder than I expected, in a useful way."
Governance Architecture Engagement · April 2025
Sutthida W.
Family Council Chair · Chiang Mai Family Business
"The Continuity Conversation Series was something our family had been putting off for years. There was always a reason it was not the right moment. The advisor was patient about that — she did not push us, but she held the sessions well when we finally started. The written records are something I keep returning to."
Continuity Conversation Series · March 2025
Nopporn B.
COO & Second-Generation Family Member
"The coaching sessions gave me language for things I had been experiencing but not naming. I had not found a useful way to talk about the tension between what my father expected and what my team needed. Six sessions was the right length — enough to develop something, not so long it became open-ended."
Family-Manager Coaching · February 2025
Prapapha L.
Shareholder · Bangkok
"I was sceptical at the start — I had seen governance consultants come through the business before and leave expensive slide decks that nobody read. The Heritor advisor was different. The document they produced was practical and specific to our situation, not a template. And the workshop actually changed something."
Governance Architecture Engagement · January 2025
Arisara C.
Founder · Retail Group, Bangkok
"We did the Continuity Series when I was starting to think seriously about the next generation taking on more. The sessions surfaced things I had been carrying alone. Some of that was difficult. I appreciated that the advisor did not smooth over the hard parts — she just held the conversation steadily."
Continuity Conversation Series · April 2025
Damrong K.
Director & Son of Founder · Manufacturing
"What I valued most was the confidentiality. I had things I needed to work through about my role in the business and my relationship with my father as a business partner, not only as a son. The coaching sessions gave me a private space to do that. I finished with a clearer sense of how I wanted to hold the dual role."
Family-Manager Coaching · March 2025
Case Studies
Engagements in Depth
These case studies describe real engagements in more detail. Identifying information has been generalised at the families' request.
Case Study 01 · Governance Architecture
A Three-Generation Retail Business Mapping Its Own Governance
The Challenge
The founder was approaching retirement and wanted to formalise governance before stepping back. The third generation was beginning to enter the business. There was no existing governance documentation and no shared understanding of how the family and management roles were meant to relate.
The Engagement
Eight individual interviews conducted over four weeks. A governance architecture document drafted and reviewed in two rounds. A half-day family workshop with nine participants across three generations. Duration: ten weeks from scoping to final document.
What Changed
The family established a shareholder forum that had not previously existed. The board composition was adjusted. Three family members who had not previously held formal governance roles were given defined seats. The document is now used in the induction of new board members.
"We had been talking about getting governance right for a long time. The Heritor process gave us a reason to do it and a structure to work within. The document we ended with is something we actually use."
— Founder, Bangkok retail group
Case Study 02 · Continuity Conversation Series
A Second-Generation Sibling Group Preparing to Hold the Business Together
The Challenge
Three adult siblings were preparing to take on shared ownership of the family business as their parents stepped back. The siblings had different views about the business's direction and had not found a way to talk about those differences without it becoming personal.
The Engagement
Six facilitated sessions over three months. Topics agreed in scoping: ownership values, decision-making when views differ, the relationship between the siblings as co-owners versus as family members, and what to do when one sibling wants to exit. Written record produced for each session with the siblings' agreement.
What Changed
The siblings developed a shared ownership statement that is now part of their shareholder agreement. They established a practice of quarterly conversations. One topic that surfaced in session — a sibling who was considering not taking on an active role — was addressed directly rather than left unspoken.
"The sessions did not resolve everything. Some questions are genuinely hard. But we are now talking about them, which we were not before."
— Second-generation co-owner, Bangkok
Case Study 03 · Family-Manager Coaching
A New COO Navigating Her First Year in a Dual Role
The Challenge
A second-generation family member had recently been appointed COO. She had a strong relationship with her father as founder and CEO, but found that the management relationship was pulling on the family relationship in ways she had not anticipated. Her team also read her family role into her operating decisions.
The Engagement
Six one-to-one sessions over two months. Focus shifted across the series from the management relationship with her father, to her language choices in different rooms, to the question of what she wanted for her own leadership identity. No written record produced; confidentiality maintained throughout.
What Changed
She developed specific language for the moments when her two roles were in tension. She had a direct conversation with her father about the management relationship that she had been putting off for six months. Her team reported a change in how she held herself in management meetings — less apologetic, more direct.
"I came in thinking I needed advice on leadership. What I actually needed was a space to think clearly about what I was carrying. The coaching gave me that."
— Second-generation COO, Bangkok
Reach Us
Talk to Us About Your Situation
If what you have read on this page seems relevant to your family's situation, the right next step is a conversation. It carries no charge and no obligation.
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39 Yaowarat Road, Samphanthawong, Bangkok 10100
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Sat: By appointment
Professional Standing
Affiliations & Credentials
Family Business Network Asia
Member Practice since 2017
Regional network of practitioners in family business advisory across Southeast and East Asia.
Family Enterprise Advisory Association
Affiliate since 2019
International body for professionals working at the intersection of family systems and enterprise governance.
Thailand Family Business Advisory
Recognised Practice, reviewed 2024
Peer-reviewed recognition for advisory practices meeting standards of independence, confidentiality, and scope discipline.
Your Family's Situation
Every family business is different. So is every engagement.
The case studies above describe real work. Your family's context will be different. The scoping conversation is where we learn whether and how Heritor can be useful to you.
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