FOR YOUR
FAMILY
Connecting Purpose to Wealth
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Families
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Family Businesses
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Family Offices
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Family Advisors
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Individuals/Couples
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Multi-generational families
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Multi-branch families
OUR CLIENTS INCLUDE:
Do you often think about...
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The impact of wealth on your family?
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How to maintain harmony and build cohesion?
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The possibility of entitlement?
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How to educate and onboard future generations to come?
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Uniting around shared values and purpose?
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How to communicate about money?
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Who will play what role in the family business/philanthropy/wealth?
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Who to even talk to about your family dynamics?
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You are not alone. But, finding a way to start talking as a family can be challenging.
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Whether you are a family of one or forty, let us guide you in finding your meaning beyond the money, where we connect purpose to wealth.
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CHEMISTRY
CONSULTATION
Let us listen to your family story.
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How did you arrive where you are today?
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What do you care about the most?
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How do you envision building close relationships as your family grows and changes?
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What is the purpose of your wealth?
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In this complementary consultation, we assess fit - on both your side of the table and ours. Our role here is to listen and learn. Understanding your goals and hopes for your family will allow us to create your custom roadmap, so that you can intentionally arrive at your destination.
DISCOVERY
As we begin working together, time will be set aside to meet with each of your family members individually to understand their needs, goals, values, and questions.
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We then present a thematical summary of our findings to the family, in order to illustrate the possibilities for your work, as well as actionable next steps.
With a clear, factual viewpoint, the choice to move ahead with a Family Dynamics Services engagement is yours.
FAMILY DYNAMICS SERVICES
Using your roadmap, we facilitate family meetings designed to help your family re-groove through collaborative learning and the application of best practices. Our work together may include:
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Family History Projects
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Values, Vision and Mission
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Communication Practices
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Business Succession Planning
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Personal & Leadership Development
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Rising Gen Peer Groups
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Legacy Mapping
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Wealth as a Tool to Align on Shared
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Governance Practices
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Family Capacity Building
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Family Meetings or Retreats
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Action Planning and Execution
With your commitment and practice, your family can build cohesion and trust for generations to come.
