Our Services

Image Credit: Tristan Propst

As psychologists, our extensive experience with complex systems allows us to accurately assess the interpersonal needs of your business, diagnose the most important issues, and co-create a plan for change. Our specialties include applying clinical psychological insights to complex, ultra-high net worth family business governance, executive conflict, and systems in transition.

TherExec provides specialized Relational Systems Advisory and Transgenerational Continuity Architecture for Ultra-High Net Worth (UHNW) families, single-family offices (SFOs), multi-family offices (MFOs), and complex founder-led enterprises. While traditional legal, tax, and estate planning frameworks resolve capital mechanics, over 80% of transition derailments stem from unmanaged relational friction, identity shift friction, and communication breakdowns across generations. Co-founded by licensed clinical psychologists Dr. Diane Roche and Dr. Marcy Laviage, TherExec applies systemic psychological principles to:

  • Build Systemic Psychological Resilience: Equipping family ecosystems, governing boards, and C-suite leadership teams with the psychological capacity to navigate high-stress decisions, market volatility, and ownership transitions.

  • Architect Relational Governance: Establishing formal communication channels, boundary architectures, and decision protocols that untangle informal family dynamics from fiduciary board responsibilities.

  • Synchronize Founder & Next-Gen Readiness: Navigating the senior leader's post-operational identity shift while developing authentic executive capability, stewardship self-efficacy, and role clarity within rising-generation successors.

  • Mitigate High-Stakes Interpersonal Conflict: Intervening in complex C-suite, board-level, and family council power dynamics before relational friction impacts enterprise valuation or family unity.

TEAM FACILITATION AND WORKSHOPS

Productive, facilitated meetings can help take your team where it needs to go. Achieve your team’s goals more quickly, smoothly and effectively. Create, enhance, and/or protect team cohesiveness during the process.

EXECUTIVE AND TEAM DEVELOPMENT

Increasing self-awareness, shifting perspective, and optimizing functioning has been a staple of our work for over 20 years. Individual and team coaching can create valuable insights, develop new approaches, and provide a significant return on investment.

CONFLICT RESOLUTION

There is a solution to every problem. When leaders disagree or there is misalignment in values, priorities, goals, or execution, we help you find the way forward.

TEAM ASSESSMENTS

As Wiley Authorized Partners of the DiSC® and The Five Behaviors®, we often use these tools to optimize our assessment of a team’s needs and to identify the most effective strategies.

CAREER ASSESSMENT

We can help you find the match between your people and their optimal roles. In family businesses, we can coach the next generation to find their place. As licensed providers of the Strong Interest Inventory®, Myers-Briggs Type Indicator®, and DiSC®, we have the tools to efficiently and effectively generate insight and action.

FAMILY BUSINESS ADVISING

Our knowledge of how systems function and understanding of the nature and complexities of families allow us to identify practical approaches to the interpersonal challenges that can derail even the most successful family enterprises. Enhancing family relationships in businesses can impact decisions and progress for generations to come.