Our Beliefs

We believe:

• Satisfying the needs of our clients and ensuring their continued success is the reason we are in business.
• Family enterprises are powerful economic forces for good and deserve to be supported in their endeavors, especially in generational transitions in leadership and ownership.
• Similarly, nonprofits and foundations are mission-focused, values-driven organizations that serve their communities and earn the support of donors.
• Shared values and common goals are the foundation for healthy relationships and long-term success. This is as true for nonprofit organizations and foundations as it is for family enterprises.
• Succession in executive management and governance leadership roles represent critical transitions for both family enterprises and nonprofit organizations.  Managing these transitions and recruiting new leaders requires patience and expertise that can often best be provided by experienced, objective outside professionals.
• Open and honest communications are keys to maintaining healthy relationships and are the basis for effective decision making.
• Effective strategic management – strategic thinking and planning followed by effective implementation – leads to measurable success in family enterprises, nonprofit organizations and foundations.
• Philanthropy is about so much more than money; it is about the joy that comes from giving of time, talents and treasures to make life better for the people and institutions of our local and global communities.
• Working collaboratively with others to share knowledge and resources produces benefits for all.  Such collaboration among advisors is the hallmark of The Davis Group’s consulting process.