Private Briefings (Speaking Engagements)
We convert our private research into meaningful guidance for Family Offices and professional advisory groups. This enables families and their advisors to understand what steps can be taken to avoid the historical two-thirds wealth transition failure rate.

Mission of the Family Heritage/Wealth
After interviewing individual family members, we bring all family members together for one day to reach consensus on the mission for the family's heritage/wealth. Once agreement of the mission takes place, we work with their professional advisors to make relevant adjustments to estate plans as conditions within the family change.

Long Term Family Strategies
With the mission now clearly defined by the family, it is much easier to decide HOW to achieve the goals of the mission, what roles need to be defined, and whether heirs want to begin to prepare themselves for assuming those roles . . . whether it involves managing the family business or assets, or managing the family's asset managers!

Family Coaching
This involves a series of family meetings (including spouses) where new communication skills are learned and practiced together as a family. These are designed to move the family to a point where new skills are learned (and practiced) so that intergenerational harmony and unity becomes a reality.

Strategic Planning for Post Transition
We assist hears and their families to understand and prepare for the post-transition management of the family assets/business, and prepare them before the transition event occurs. This removes a great source of uncertainty and friction.

Philanthropic Foundations
We can help families to learn how the use of foundations can be a meaningful training ground in teaching children values, mission, and accountability.

Mentoring of Heirs / Leaders
Heirs frequently need the "outside counsel" of an objective person, familiar with their family, to provide guidance on career, relationships, strategy, addictions, leadership and personal growth. Mentoring benefits heirs and their families by providing objectivity, honesty, openness, and dealing with reality through participating with someone who has "been there" before. The heir sees life move forward in a more organized way, with less dead ends, and more dramatic increases in the possibilities open for consideration.

Institutional Training
Professional organizations often seek to differentiate by offering specialized services to affluent families. They seek to answer the questions . . . How do employees acquire these skills or even make (potential) client families aware of these skills? How are unique "offerings" made known to successful families? How are relationships built with upcoming generations?