Align Needs & Interests

Collaborating cross-generationally to understand what everyone wants individually, identifying common ground on which to establish a solid foundation, before building a collective purpose that is both empowering and unifying.

Define a Common Goal

Clearly identifying the collective values, mission and goal for the family over the medium to long term, and developing this into a powerful yet simple Mission Statement and Family Goal.

Identify Risks

Analysing and assessing the risks that a family faces across its Human and Financial Capital.

Collaboratively developing a practical plan to mitigate these risks across a short, medium and long-term horizon.

Educate Future Generations

Preparing the next generation to become effective stewards of this wealth with a very practical focus in the following areas:

• Managing liquid wealth
• Reading complex financial statements
• Governing as responsible owners
• Understanding trusts and how trustees work

Empower Each Individual

Coaching, mentoring and training every individual in the family to enable them to become their best versions:

• Maximising leadership potential
  
• Finding the bliss and opportunities in this wealth
  
• Developing dynamic communication skills
  
• Reframing limiting beliefs
• Gettting clarity on life purpose, vision and values

Roles & Responsibilities

Collaboratively working together to identify the key roles and responsibilities across the financial and human capital of the family, to develop a clear plan with protocols, policies and procedures across:

• Ownership roles in the family business
• Participation in family business / family office
• Managing philanthropy
• Stewardship of liquid wealth