What We Offer
While our approach is tailored to each client’s needs, most commonly our work together involves some combination of:
Couple Work
We provide services aimed at strengthening couples in families with wealth, focusing on the unique challenges they face in the context of legacy wealth. This work includes relationship centered prenuptial agreements, advisor awareness training, individual couples work, multi-couple retreats, and guidance on parenting in the unique condition of significant financial wealth.
Advisor Training
We deliver bespoke training programs to equip advisors with insights, tools, and frameworks to confidently surface and engage in meaningful conversations around the complex issues related to wealth that clients and their families face. This includes advisor training programs, ongoing advisor coaching and mentoring, advisor tool building, and train-the-trainer experiences.
Inheritor Development
We equip inheritors with the tools they need to thrive, ensuring both the responsible stewardship of their inherited wealth and the pursuit of a meaningful, fulfilled life. We empower the next generation with financial acumen, personal growth, and a positive wealth identity, enabling them to enhance the legacy they inherit and make impactful decisions that resonate across their personal and communal lives. We work one-on-one with inheritors, organize inheritor peer groups and retreats, design intergenerational family retreats, and work to build healthier trustscapes.
Family Governance Consulting
We assist families managing shared assets and enterprises across generations in establishing and maintaining effective family governance structures. This includes guiding governance structure implementation, comprehensive policy development, educational initiatives for family members, strategic family planning, cultural and social capital building, and organization of family meetings and retreats.
Family Business Advising
We guide families managing intergenerational business enterprises in designing workable structures for decision-making in the family, the ownership group, and the business. We assist in establishing and maintaining effective family business governance structures and strong family relationships through leadership coaching, succession planning, next generation development, and relationship skills strengthening.