Services
How I Can Help Your Family
Every family's situation is unique. The advisory services below represent the core areas where I help families navigate governance, succession, and the preservation of their legacy.
Family Governance
Establishing the structures and processes that enable family members to make joint decisions together.
Family governance is the key to passing on a successful family enterprise that will flourish for at least five generations. It comes down to the way in which family members make joint decisions together.
We help families establish communication platforms and decision-making structures for both the family and the family enterprise. We facilitate family meetings to help the family talk about their vision and values and the relationship between the family and the family enterprise.
Family Constitutions, Charters & Family Compacts
A comprehensive articulation of philosophy, principles and policies for the future that balances the welfare of family, owners and the business.
Family Councils & other Family Committees
Establishing forums for family members to deliberate issues, create policies and procedures, and make decisions about important shared matters.
Family Policies & Agreements
Creating clear 'rules of the road' so that family members know what to expect in the future.
Facilitating Family Meetings
Professional facilitation of family meetings to ensure productive dialogue and meaningful outcomes.
Family Business
Guiding families through the complex challenges of business succession and continuity.
Family businesses face unique challenges at the intersection of family dynamics and business operations. Succession planning, managing differences between family members, and ensuring business continuity require careful navigation and experienced guidance.
We work with families to address these challenges through structured processes that respect both the business imperatives and the family relationships.
Succession & Continuity
Planning for leadership transitions that preserve both business value and family harmony.
Managing Differences
Helping family members navigate disagreements constructively through structured dialogue and mediation.
Owners Councils
Establishing ownership governance forums that give family owners a structured voice in the direction of the family enterprise.
Board Design for the Family Business
Designing board structures that are fit for purpose for the family business, including the composition, mandate and operating procedures of the board.
Board Effectiveness
Reviewing and enhancing the effectiveness of existing family business boards to ensure they are adding value.
Family Business Policies, e.g. Dividend, Family Employment
Developing clear policies on key issues such as dividend distribution, family member employment, and other matters that affect the intersection of family and business.
Family Wealth
It is important to recognize that family wealth advising is distinct from family business advising.
Guiding purely financial families, wealth creators and inheritors on the meaning and purpose of their wealth. Families need to develop their own definition of what wealth means to them and explore the relationship between family members and their financial capital.
Defining wealth
Helping families develop their own definition of what wealth means beyond financial capital, encompassing human, intellectual, social and spiritual dimensions.
Money scripts and values; exploring your relationship to money
Understanding the unconscious beliefs and attitudes about money that shape financial behaviors and family dynamics.
Wealth Identity
Supporting individuals and families in developing a healthy relationship with their wealth and a positive sense of identity as wealth holders.
Purpose of financial capital
Helping families articulate the purpose their financial capital serves in supporting the family's broader mission and values.
Responsible ownership
Developing the mindset and skills needed to be a responsible steward of family wealth across generations.
Learning & Development
Educating and developing the next generation of family leaders and responsible owners.
The long-term success of a family enterprise depends on the capability and preparedness of each generation. We help families develop structured learning programs that prepare family members for their roles as owners, beneficiaries, and stewards of the family legacy.
Developing Family Learning Programs & Learning Curriculum
Designing comprehensive educational programs tailored to the family's specific needs, covering governance, ownership, business and personal development.
Ownership Education
Preparing family members to be informed, responsible, and engaged owners of the family enterprise.
Coaching & Mentoring
One-on-one coaching and mentoring for family members stepping into leadership or governance roles.
Individual and Group Assessments
Using validated assessment tools to deepen self-awareness and understanding of group dynamics within the family system.
Family Trusts & Family Foundations
Ensuring governance structures align with legal structures and family values.
An ownership structure on its own is not sufficient to help preserve positive family relationships. We advise on ensuring there is a good fit between family culture and the legal structure, and on the governance of trust structures and family foundations.
Designing Trustscape Systems to Create a Culture of Care
Developing trust governance systems that go beyond legal compliance to create an environment where beneficiaries feel supported and cared for.
Beneficiary Life Enhancement / Beneficiary Relations Committees
Establishing committees and processes focused on enhancing the lives of beneficiaries and strengthening the relationship between trustees and beneficiaries.
Integration of Family Trusts into the Family Governance System
Ensuring that trust structures are integrated into the broader family governance framework so that they support, rather than undermine, family unity.
Trusts for Family Business
Advising on governance frameworks for trust structures that hold family business interests.
Family Foundation Governance
Establishing governance structures for family philanthropic activities and foundations.
Family Offices
Supporting the design and governance of family offices to serve the evolving needs of the family enterprise.
The family office plays a critical role in supporting the family's long-term interests. We help families design and govern their family offices to ensure they are structured to serve the family effectively across generations.
Family Office Design
Advising on the structure, scope and mandate of the family office to ensure it is fit for purpose for the family's needs.
Family Office Governance
Establishing governance and operational frameworks for family offices that serve the family's long-term interests.
Role of the Family Office in supporting Family Governance
Ensuring the family office plays a proper role in supporting the family's governance structures and processes, but leaving primary responsibility for this work with the family members.
Investment Committee Design and Charters
Designing investment committees and IC charters.
Role of the Chief Learning Officer
Advising on the emerging role of the Chief Learning Officer within the family office to support family education and development.
Ready to Start the Conversation?
Every engagement begins with a confidential discussion to understand your family's unique situation and needs.
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