We begin our work by clarifying your goals and understanding your history. Both of these are essential because they are part of the culture of your family. we then meet with each member of your family and any others who can help us understand how to support your objectives.
After our individual meetings, we begin our group work, which includes:
- Values Identification
- Vision Development
- Mentoring and Support
Each of these stages of our work requires input, discussion and buy-in. The process is rarely linear, and clients achieve the best results when all family members participate and are fully engaged.
Through a combination of individual and group meetings, we clarify your family’s mission and the values you want to live by. We then outline expectations and systems that will support the mission and values. This system of governance creates a clear process for supporting the family’s goals and plans we create to help each individual thrive.
Some of the areas covered in these plans include:
- Investing in the Human and Intellectual Assets
- Identifying Incentives and Opportunities for Heirs
- Participating in Philanthropy
- Identofying roles in Family Governance
- Personal Accountability Towards Goals
- Focus on Family Unity
- Reinforcing the Culture Through Shared Experiences
For more information on our specific services, click here