Our work begins with listening. We create an atmosphere where stakeholders can honestly express their view of the way things are and how they want them to be. We engage families in a combination of carefully designed group exercises, survey questions, individual conversations and group meetings. We help family members articulate a statement of shared purpose that unites them in a common cause that also supports the pursuit of individual dreams — making room for both connection and autonomy.

Mapping a way forward for the family, its individual members, and the business requires a mixture of enjoyable, creative activities and hard work to surface and resolve relationship tensions. We help families Dream about options, Decide on a pathway forward, and Commit to a plan of action. The results include agreements on structures for decision-making and new roles and responsibilities to move confidently towards family and business goals.

Once there is commitment to a course of action, we help families bring their vision to life. Creating new financial, legal, organizational and relational policies and procedures in line with family values and shared purpose takes time and persistent effort; and there can be mistakes along the way. Our professional guidance helps families break old habits, learn new skills and focus on priorities during the often-difficult process of translating dreams into new ways of being together.

The best-laid plans encounter unanticipated challenges. We help clients identify threats to their vision and move forward effectively. We help families develop the resiliency to keep interactions on track and decisions focused on the big picture. Our clients develop processes that both stand the test of time and have the flexibility to meet changing conditions.

Our mission is to empower wealthy families in the ongoing process of creating resilient relationships and joyfully celebrating their successes together. We give our clients the tools to truly flourish across generations so that the Thanksgiving dinner table is a place where they look forward to gathering, year after year.